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FIRM PROFILE
Overview
PACER FINANCIAL, INC. is located at 500 Chesterfield Parkway, Malvern, PA 19355 and was first established at Philadelphia, Pennsylvania in 03/23/2005. After operating for 21 years, PACER FINANCIAL, INC. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of PACER FINANCIAL, INC.’s clients are individuals and 0% of their clients are high net worth individuals. PACER FINANCIAL, INC. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at PACER FINANCIAL, INC. are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access PACER FINANCIAL, INC.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at PACER FINANCIAL, INC.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for PACER FINANCIAL, INC. Comes From
Understanding the Statistics for PACER FINANCIAL, INC. and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
500 Chesterfield Parkway, Malvern, PA 19355
500 Chesterfield Parkway, Malvern, PA 19355
Small
(610) 644-8100
Pennsylvania since 03/23/2005
Corporation
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| THOMSON, JOE MCKEE | PRESIDENT | 718569 | |
| OHARA, SEAN EDWARD | DIRECTOR | 1312483 | |
| BRADBARD, ASHLEE ANN THOMSON | SR. VICE PRESIDENT | 5761850 | |
| THOMSON, JOANN MARIE | SECRETARY/TREASURER | 5086499 | |
| ZELLER, KIMBERLY L. T. | VICE PRESIDENT | 5774669 | |
| JOHNSON, JEFFREY SHAWN | CHIEF COMPLIANCE OFFICER | 5508770 | |
| MILLER, JOHN STEVENSON | FINOP | 2139980 |
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Advisor's working at PACER FINANCIAL, INC.
Bruce Alan Kavanaugh
Mark Charles Kettenhofen
Brad Schafenacker Gery
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