Paola Pacheco, financial advisor Mesquite TX
93 score

Paola Pacheco

CRD Number: 5521165
Current Firm: Wells Fargo Clearing Services, LLC

Paola Pacheco (CRD# 5521165) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Mesquite, TX and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Clearing Services, LLC Mesquite, TX Nov 2016 - Current 1
Wells Fargo Bank, N.a. Mesquite, TX Sep 2009 - Current 8
Wells Fargo Advisors LLC Mesquite, TX Jan 2011 - Nov 2016 5
Wells Fargo Investments, LLC Mesquite, TX Nov 2009 - Jan 2011 1
Unemployed Dallas, TX Jun 2009 - Aug 2009 < 1
Wells Fargo Investments, LLC Salt Lake City, UT Apr 2008 - May 2009 1
Wells Fargo Bank, N.a. Salt Lake City, UT Aug 2005 - May 2009 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2008
Contact Info for Paola C. Pacheco
Phone Number: 314-875-3000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    409,716
    MILLIONS
  • Total Number of Accounts
    1,359,521
    ACCOUNTS
  • Average Account Value
    $301,368
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, WY

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

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