Julie Mochan

from The Pacific Financial Group, Inc.
SEC regulated
Regulated Investment Advisor
Julie Mochan is a financial advisor based in Washington, Bellevue, with 25 years of experience. Julie currently works for The Pacific Financial Group, Inc.. Julie maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Julie Mochan works at The Pacific Financial Group, Inc.
The Pacific Financial Group, Inc. is a financial advisory firm based in Bellevue, Washington. It currently has approximately $2,891,803,031 of assets under management and employs about 85 people. The Pacific Financial Group, Inc. uses a fee structure of and a percentage of assets under your management.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
10 years
Fee structure
and a percentage of assets under your management
Office location
11811 Ne First St, Suite 201, Bellevue, Washington, 98005

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