Joshua Pacheco
Joshua Pacheco is a registered investment advisor at Ip Financial Advisory Services LLC, based in East Providence, RI, with 14 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 2,041 clients with $460M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IP Financial Advisory Services offers managed account programs where clients pay a fee for portfolio management. Representatives customize investment portfolios based on the client's risk tolerance and investment objectives, monitoring performance and rebalancing as needed. The firm has full discretion over client accounts, but clients can set restrictions. The minimum initial investment is negotiable.
Location
400 Massasoit Avenue, Suite 112, East Providence, RI, 02914
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Joshua is an Investment Advisor Representative and Vice President at Axis Advisors, LLC since 2014, assisting clients with financial planning and investing. He also works as an insurance agent for multiple companies, providing health and term life insurance, and manages rental properties, dedicating about half of his time to the latter.
Employment History
Current Registrations
Ip Financial Advisory Services LLC
Innovation Partners LLC
Innovation Partners LLCBroker
Axis Wealth Partners, LLC
Previous Registrations
Capital Analysts, INC
Lincoln InvestmentBroker
Capital Analysts, IncorporatedBroker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.