Joe Thomson is a CFP, ChFC-designated registered investment advisor at Pacer Advisors, INC., based in Malvern, PA, with 45 years of industry experience. Joe 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
Firm Size
IM Fee
Assets Under Management
Location
500 Chesterfield Parkway, Malvern, PA, 19355
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Joe is involved in several business activities, including administrative services, investment advisory, a horse farm, family partnership investments, international business promotion, horse sales, and a horse racing track. He also receives passive income from insurance and mutual fund trails from a prior employer.
Employment History
Current Registrations
Pacer Advisors, INC.
Pacer Financial, INC.Broker
Previous Registrations
Hartford Equity Sales Company INC.Broker
The Great-West Life Assurance CompanyBroker
Planco Financial Services, INC.Broker
State Registrations44 states
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