AP
AP

Adriana Ortiz Pacheco

22 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningFinancial Planning & CoachingEducation PlanningEstate PlanningDivorce PlanningSpecial Needs Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
587 advisors
Number of Clients
11,854 clients
Average Client Portfolio
$232K average
Assets Under Management
$2.7B

Fee Structure

Minimum Investment:$1K
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Location

1059 Tierra Del Rey, Suite J, Chula Vista, CA, 91910

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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

Adriana works as a professional ballroom dancer, performing at events and teaching, dedicating about 10-20% of her time. She is also an independent insurance agent selling fixed insurance products full-time.

Employment History
Current Registrations
Voya Financial Advisors, INC.Broker
January 2011 - Present · 15 yrs 1 mo
Voya Financial Advisors, INC.
January 2011 - Present · 15 yrs 1 mo
Previous Registrations
Ing Financial Advisers, LLCBroker
January 2007 - January 2011 · 4 yrs
Ing Financial Advisers, LLC
January 2007 - January 2011 · 4 yrs
Planmember Securities Corporation
June 2003 - December 2006 · 3 yrs 6 mos
Planmember Securities CorporationBroker
April 2003 - December 2006 · 3 yrs 8 mos
State Registrations11 states
AZCACOMINMNVOKORPATXWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Adriana Ortiz Pacheco - Financial Advisor | TrueAdvisor