Antonio Pacheco (CRD# 4499032) is an Investment Advisor Representative working at Phillips Capital Advisors, Inc. in Rio Rancho, NM and has over 22 years of experience in the finance industry.
CRD# 4939910
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2376474
Cuso Financial Services
CRD# 4186264
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Phillips Capital Advisors, Inc. Fka Phillips Securities Inc. | Oklahoma City, OK | Jun 2004 - Current | 19 |
| T S Phillips Investments Inc. | Oklahoma City, OK | Mar 2004 - Current | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2002 |
- NM
- OK
- TX
-
Total Assets Under Management589MILLIONS
-
Total Number of Accounts646ACCOUNTS
-
Average Account Value$911,123
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
CO, LA, NM, OK, TX
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