Ernest Pacheco (CRD# 4135184) is an Investment Advisor Representative working at The Firm Incorporated in San Luis, CO and has over 3 years of experience in the finance industry.
CRD# 6253152
Edward Jones
CRD# 5654609
Edward Jones
CRD# 6863990
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Firm Incorporated | San Luis, CO | Aug 2022 - Current | 1 |
| California State University | Chandler, AZ | Mar 2022 - Current | 2 |
| Sole Proprietor | San Luis, CO | Nov 2021 - Current | 2 |
| Development Resources, LLC | Bend, OR | Jun 2017 - Current | 6 |
| California State University | Chandler, AZ | Nov 2017 - Nov 2021 | 4 |
| Lpl Financial, LLC | Colorado Springs, CO | Jun 2017 - May 2019 | 1 |
| University Of Denver | San Luis, CO | Sep 2016 - Dec 2017 | 1 |
| Washington State University & Colorado State University | San Luis, CO | Mar 2015 - Aug 2016 | 1 |
| Private Real Estate Developer | San Luis, CO | Jun 2013 - Mar 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2020 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CO
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Total Assets Under Management135MILLIONS
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Total Number of Accounts1ACCOUNTS
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Average Account Value$135,000,000
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CO
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