Darrell Pacheco, financial advisor Malvern PA
93 score

Darrell Pacheco

CRD Number: 6081988
Current Firm: Vanguard Advisers Inc.

Darrell Pacheco (CRD# 6081988) is an Investment Advisor Representative working at Vanguard Advisers Inc. in Malvern, PA and has over 4 years of experience in the finance industry. Darrell Pacheco has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
The Vanguard Group, Inc. Malvern, PA Jun 2012 - Current 4
Dickinson College Bethlehem, PA Aug 2011 - May 2012 < 1
Dickinson College Bethlehem, PA Aug 2010 - May 2012 1
National Penn Bank Bethlehem, PA May 2011 - Jan 2012 < 1
St. Annes Catholic School Bethlehem, PA Sep 2009 - May 2010 < 1
Northampton Community College Bethlehem, PA Aug 2008 - May 2010 1
Liberty High School Bethlehem, PA Aug 2006 - May 2010 3
Kfc/long John Silvers Bethlehem, PA Aug 2008 - Feb 2010 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2012
S65 NASAA Investment Advisors Law Examination Feb 2014
Contact Info for Darrell I. Pacheco
Phone Number: 610-669-1000
Firm Website: http://www.vanguard.com
Registered State(s):
  • NC
  • TX
  • PA
By the Numbers
  • Total Assets Under Management
    79,883
    MILLIONS
  • Total Number of Accounts
    546,930
    ACCOUNTS
  • Average Account Value
    $146,058
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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