Travis
Edington
The Pacific Financial Group, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Travis Edington is a financial advisor working out of Bellevue, Washington, who has 7 years of relevant experience. Edington is an advisor for The Pacific Financial Group, Inc. Over the course of their career, Edington has held roles at Estate Financial Strategies, Inc, Wku, Curian Capital, LLC and The Pacific Financial Group, Inc. Edington has a Series 65 license, qualifying them as an investment advisor representative, and can operate in Ohio, Tennessee and Washington. The Pacific Financial Group, Inc is a company operating out of Bellevue, WA. The investment advisory business has offices in two locations and a total of 85 financial advisors. It oversees $3 billion in total assets between its 19,568 customer accounts, making it one of the largest firms in the nation by assets under management. The firm provides services to four charities and foundations. Of its 19,568 accounts, just 1% are associated with high-net-worth clients who have greater than $1 million in assets. The business provides a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial advisory services largely are based on the financial services. However, fee types charged by The Pacific Financial Group, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
The Pacific Financial Group, Inc Brokerage Details
$3,039,889,861
85
19,568
$155,350
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Travis Edington Work History
Travis has been registered as a financial advisor for 7 years.*
The Pacific Financial Group, Inc
Curian Capital, LLC
Estate Financial Strategies, Inc
Wku
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Travis Edington to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at The Pacific Financial Group, Inc
Bellevue, WA
Bellevue, WA
Bellevue, WA
Lebanon, OH
Bellevue, WA
Bellevue, WA
New York, NY
Bellevue, WA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
