AP
AP

Antonio Jose Pacheco

23 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
101 advisors
Number of Clients
4,342 clients
Average Client Portfolio
$912K average
Assets Under Management
$4.0B

Fee Structure

Minimum Investment:$25K
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Location

9000 Keystone Crossing, Seventh Floor, Indianapolis, IN, 46240

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Antonio is the president of AP Capital Management, Inc., a business used for personal branding. This investment-related activity takes up a full-time commitment.

Employment History
Current Registrations
Thurston Springer FinancialBroker
June 2024 - Present · 1 yr 8 mos
Thurston Springer Advisors
June 2024 - Present · 1 yr 8 mos
Previous Registrations
Phillips Capital Advisors, INC.
June 2004 - June 2024 · 20 yrs
T.S. Phillips Investments, INC.Broker
March 2004 - June 2024 · 20 yrs 3 mos
UBS Financial Services INC.
December 2002 - April 2004 · 1 yr 4 mos
UBS Financial Services INC.Broker
December 2002 - April 2004 · 1 yr 4 mos
American Express Financial Advisors, INC.
March 2002 - October 2002 · 7 mos
American Express Financial Advisors INC.Broker
February 2002 - October 2002 · 8 mos
Ids Life Insurance CompanyBroker
February 2002 - October 2002 · 8 mos
State Registrations7 states
AZILKYNMOKTXWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Antonio Jose Pacheco - Financial Advisor | TrueAdvisor