Phone
    (425) 451-7722
    Mail
    ask@tpfg.com
    Address
    11811 NE 1st Street, Suite 201, Bellevue, WA 98005
    Phone
    (425) 451-7722
    Mail
    ask@tpfg.com
    Address
    11811 NE 1st Street, Suite 201, Bellevue, WA 98005
    Contact Us
    Contact Us

      The P4 Level of Success

      P4 was developed for elite advisors to partner with TPFG in a unique way, aligning with our dedication to commitment, accomplishment, customer service, and expansion.

      P4 GPS Login

       

      The Pacific
      Premier Partners
      Program (P4)

      Are you ready to elevate your advisory practice to new heights?

      Level up with P4 and enjoy concierge service for scaling your business like never before.

      P4-25-P4

      Earn Extra

      Ask us how you can earn more than you do today.

      Seamless UMA

      Enjoy seamless UMA sleeve-level trading, rebalancing, and performance reporting.

      Upscale Service

      Benefit from fee billing and more, all handled by your dedicated White Glove Team.

      Exclusive Benefits for P4 Partners:

      Unique Multi-Factor Manager Research

      Strategies on the P4 investment selection palette go through a layered vetting process. 

      Comprehensive Asset Allocation

      Navigate any market environment with ease using our strategic, tactical, and diversifier management styles, including both active and passive strategies. 

      Demystify Risk

      Our proprietary risk assessment technology translates complex risk into understandable terms, creating accurate risk budgets tailored to each client.

      White Glove Service

      Let our P4 expert team handle all the details—so you can focus on your clients and your overall business.

      Innovative Risk X-Ray Technology

      Differentiate your practice and win more business with RiskPro's comparison and proposal technology. 

      Perpetual Suitability

      Our proprietary technology monitors the volatility of every client account held with TPFG every trading day.

      Parker Mosley
      Parker Mosley, AIF®
      /

      Vice President - Southeast Region

      Parker has been in wholesaling since 2015, supporting sales and marketing efforts to financial advisors. He is the Vice President of Sales for TPFG's South Central Region. In 2019, he earned his Accredited Investment Fiduciary® designation from Fi360 and currently holds a Series 65 license. He has a B.A. from the University of Mississippi (Ole Miss).

      Jack Hern
      Jack Hearn
      /

      Internal Sales Consultant - Southeast Region

      Joe Carey
      Joe Carey
      /

      Internal Sales Associate - South Central Region

      Joe, who recently joined the sales team as an Internal Sales Associate, lives in Seattle but will be working with Parker Mosley in the South-Central region. He has a bachelor's degree in business administration from the University of Washington and has experience in client services. Joe's previous role as an inside sales representative will help him in providing solutions to TPFG advisors. Outside of work, he enjoys outdoor activities in the Pacific Northwest and is a fan of the Seattle Kraken.

      The Pacific Financial Group, Inc. ("TPFG") nor any of its affiliates or representatives is suggesting that the recipient or any other person take a specific course of action or any action at all. Digital communications such as this are not impartial and are provided in connection with the advertising, awareness, and marketing of certain solutions. Prior to making any investment or financial decisions, an investor should seek individualized advice from personal financial, legal, tax and other professionals that take into account all of the particular facts and circumstances of an investor's own situation.

      Advisory services provided by The Pacific Financial Group, Inc. (“TPFG”), a Registered Investment Adviser. Past performance is not a guarantee of future results. All investments contain risks to include the total loss of invested principal. Diversification does not protect against the risk of loss. Investors should review all offering documents and disclosures and should consult their tax, legal or financial professional before investing. No representation is made by anyone affiliated with the entities listed regarding the advisability of investing in any investment product displayed.

      This information on this website should not be relied upon as investment advice or a recommendation by The Pacific Financial Group, Inc. regarding the use or suitability of the model portfolios offered in the P4 palette or any security. Only an investor and their financial advisor know enough about their circumstances to make an investment decision. This website is general communication being provided for informational purposes only. It is educational in nature and not designed to be a recommendation for any specific investment product, strategy, plan feature or other purposes. Any examples used in this material are generic and for illustration purposes only. 

      Additional information about TPFG, including all fees associated with TPFG programs can be found on the SEC’s website and entering TPFG’s unique CRD number which is 105203. Firm Brochure | Privacy Policy | Terms of Use | IAPD | Careers  | BrokerCheck