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Derek Pacheco

3 Years of Experience
Ponce, PR
BrokerSells Insurance

Derek Pacheco is a registered investment advisor at Cetera Investment Advisers LLC, based in Ponce, PR, with 3 years of industry experience. Derek operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

Centro Caribe Building, 2053 Ponce Bypass Ste 207, Ponce, PR, 00717

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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 ActivitiesSells Insurance

Derek works as an insurance agent selling fixed insurance products since July 2024. This takes about 10-20% of his time, including a few hours per week during trading hours.

Employment History
Current Registrations
Cetera Investment Advisers LLC
July 2024 - Present · 1 yr 10 mos
Cetera Wealth Services, LLCBroker
March 2023 - Present · 3 yrs 2 mos
State Registrations2 states
FLPR
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Derek Pacheco - Financial Advisor | TrueAdvisor