DR
DR

Derek Radcliff

9 Years of Experience
Broker

Derek Radcliff is a registered investment advisor at Pacer Advisors, INC., based in Malvern, PA, with 9 years of industry experience. Derek operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients with $46B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
23 advisors
IM Fee
Planning only
Assets Under Management
$46.1B
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Location

500 Chesterfield Parkway, Malvern, PA, 19355

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Pacer Advisors, INC.
February 2023 - Present · 3 yrs 2 mos
Pacer Financial, INC.Broker
February 2023 - Present · 3 yrs 2 mos
Previous Registrations
Vanguard Advisers, INC.
February 2021 - January 2023 · 1 yr 11 mos
Vanguard Marketing CorporationBroker
July 2016 - January 2023 · 6 yrs 6 mos
State Registrations1 state
PA
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.