Anthony D. Root
Professional summary
Anthony David Root, who also goes by Tony Root, is a registered financial advisor currently at THE PACIFIC FINANCIAL GROUP, INC. located in Franklin, Tennessee.
Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Anthony has worked at 2 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Anthony David Root's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 29, 2025 - Present
THE PACIFIC FINANCIAL GROUP, INC.
November 27, 2023 - April 22, 2025
JACKSON NATIONAL LIFE DISTRIBUTORS LLC
Primary Firm SEC Registration
THE PACIFIC FINANCIAL GROUP, INC.
CRD#: 105203 / SEC#: 801-18151
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/29/2025)
Exams
Series 6TO
Date: 11/27/2023
Investment Company Products/Variable Contracts Representative ExaminationCurrent Firm
THE PACIFIC FINANCIAL GROUP, INC.
CRD#: 105203 / SEC#: 801-18151
Contact information
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 18,959 |
| AUM (Assets Under Management) | $ 4,111,414,788 |
Red Flags
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