Robert A. Pacheco
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Robert Anthony Pacheco, who also goes by Bobby Pacheco, was a registered financial professional .
Robert is a previously registered financial professional and started their career in finance in 1993. Robert had worked at 3 firms and has passed the Series 63, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 7, 2004 - September 11, 2012
USAA FINANCIAL ADVISORS, INC.
June 19, 1998 - December 31, 2003
USAA INVESTMENT SERVICES COMPANY
January 1, 1997 - October 1, 2012
USAA FINANCIAL PLANNING SERVICES
August 31, 1993 - December 11, 1996
USAA INVESTMENT SERVICES COMPANY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
USAA FINANCIAL ADVISORS, INC.
CRD#: 129035 / SEC#: , 8-66197
Contact information
Documents
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
