Charles Mark Kennedy

The Pacific Financial Group, INC.

27 Years of Experience

View SEC Summary

Areas of Practice

Investment Management

The Pacific Financial Group, INC.

Compensation

Fee-Only (AUM)

Firm Size

14 advisors

Number of Clients

15,437 clients

Average Client Portfolio

$266K average

Assets Under Management

$4.1B

Fee Structure

Minimum Investment:None

Financial Planning:Investment management only

Location

1920 Adelicia Street Suite 500, Nashville, TN, 37212

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

The Pacific Financial Group, INC.

April 2016 - Present · 9 yrs 10 mos

Previous Registrations

Curian Capital, LLC

March 2011 - March 2016 · 5 yrs

Curian Clearing, LLCBroker

February 2011 - March 2016 · 5 yrs 1 mo

Edward Jones

February 2007 - October 2009 · 2 yrs 8 mos

Edward JonesBroker

January 2005 - October 2009 · 4 yrs 9 mos

PowelljohnsonBroker

March 2003 - October 2004 · 1 yr 7 mos

Ftn Financial Securities CORPBroker

July 2000 - March 2003 · 2 yrs 8 mos

J.C. Bradford & CO.Broker

October 1996 - July 2000 · 3 yrs 9 mos

State Registrations2 states

TNWA

Advisor

Exams

No exam information available for this advisor.