Janet L. Pack

ADVISORS ASSET MANAGEMENT

Tacoma, WA 98409

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CRD#: 3122616

Professional summary

Janet Lynn Pack, who also goes by Janet L Pack, is a registered financial advisor currently at ADVISORS ASSET MANAGEMENT, INC. located in Tacoma, Washington.

Janet is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Janet has worked at 4 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Janet L Pack

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Senior Care Alliance; investment related; Tacoma Washington; sale of insurance products; owner; started 02/2005; approximately 70% of my time is spent in this business.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Janet Lynn Pack's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 10, 2017 - Present

ADVISORS ASSET MANAGEMENT, INC.

Office #1: 4301 South Pine St. Suite 628, Tacoma, WA 98409

RIA

CRD#: 285455

Tacoma, WA

Past

August 3, 2001 - March 4, 2004

FORESTERS EQUITY SERVICES, INC.

CRD#: 18464

SAN DIEGO, CA

Past

February 26, 2000 - September 13, 2001

ALLSTATE FINANCIAL SERVICES, LLC

CRD#: 18272

LINCOLN, NE

Past

December 16, 1998 - July 22, 1999

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

CRD#: 611

OMAHA, NE

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Washington
(4/10/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/8/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/17/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 12/15/1998

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ADVISORS ASSET MANAGEMENT, INC.

ADVISORS ASSET MANAGEMENT, INC. | SENIOR CARE FINANCIAL, INC.

CRD#: 285455 / SEC#:

Washington

Registered Investment Advisory firm - (4/10/2017 Approved)

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Contact information

Main Address

4301 S Pine St. Suite 628, Tacoma, WA 98409

Mailing Address

Phone number

(253) 565-0421

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Janet L. Pack

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Janet Lynn Pack's CRS (Customer Relationship Summary).

Certified licenses

Experience

ADVISORS ASSET MANAGEMENT, INC.

FORESTERS EQUITY SERVICES, INC.

ALLSTATE FINANCIAL SERVICES, LLC

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/8/2016

Series 63

Date: 8/17/2001

Series 6

Date: 12/15/1998

Current Firm

ADVISORS ASSET MANAGEMENT, INC.

Contact information

Documents

Red Flags

Company Information

ADVISORS ASSET MANAGEMENT, INC.

TRUST BUT VERIFY

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