Joshua Pacheco, financial advisor East Providence RI

Joshua Pacheco

CRD Number: 5865407
Current Firm: Axis Wealth Partners, LLC

Joshua Pacheco (CRD# 5865407) is an Investment Advisor Representative working at Axis Wealth Partners, LLC in East Providence, RI and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Innovation Partners LLC Charlotte, NC Nov 2014 - Current 9
Axis Advisors LLC East Providence, RI Sep 2014 - Current 9
Lincoln Investment Westport, MA Jun 2012 - Sep 2014 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2011
S66 NASAA Uniform Combined State Law Examination Aug 2012
Contact Info for Joshua S. Pacheco
By the Numbers
  • Total Assets Under Management
    242
    MILLIONS
  • Total Number of Accounts
    1,479
    ACCOUNTS
  • Average Account Value
    $163,681
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CT, FL, MA, NH, RI

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