Companies of Pacific West Financial Group

Pacific West Financial Group is a family of companies dedicated to providing quality products and services to advance the goals of independent representatives and their clients located throughout the United States.

Pacific West Securities, Inc. is an independent broker-dealer through which licensed financial representatives offer a wealth of investment vehicles including stocks, bonds, mutual funds, variable products, unit investment trusts, Tenant In Common interests (TIC), tax-advantaged investments, managed futures funds and private placements. Our professionals benefit from the leadership and accessibility of the executive team and the experience and dedication of the home office staff. We offer industry-leading compliance support as well as comprehensive due diligence on select products.

Established in 1972, Pacific West Securities is registered with the Securities and Exchange Commission (SEC) and is a member of the Financial Industry Regulatory Authority (FINRA). 

Pacific West Financial Consultants, Inc. allows our professionals to provide financial advisory services to clients who desire ongoing financial advice and management of their portfolios. Pacific West advisors may provide investment advisory services by directly managing accounts, consulting with clients and utilizing the service of select money managers.

Pacific West Financial Consultants began in 1982 and is a Registered Investment Advisor corporation registered with the SEC. 

Pacific West Insurance Agency, Inc. provides products and services that are an important resource to our representatives in meeting the needs of clients. We understand that insurance is a vital facet of financial risk management, and we enable our financial representatives to provide insurance solutions through strategic relationships with key agencies.