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William Joseph Pacheco

LPl Financial LLC

Folsom, CA

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2012-09-18
CA RA APPROVED 2012-09-17
  • TX RA
    APPROVED_RES
    Since 2012-09-18
  • CA RA
    APPROVED
    Since 2012-09-17

Branch Locations

850 Iron Point Rd Ste 140, Folsom, CA 95630-9015 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Folsom CA 09/2012 Present
  • 09/2012 → Present
    Lpl Financial
    Folsom, CA
Previous Registrations
  • 2008-04-23 → 2012-09-18
    Edward Jones
    Folsom, CA
    Fair Oaks, CA
    St Louis, MO
    Folsom, CA
Other Businesses

1. 09/14/2012 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - W J PACHECO WEALTH MANAGEMENT - TIME SPENT 100% - FOLSOM, CA.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-02-29
  • S66 Uniform Combined State Law Examination
    2008-02-29
Other Names
  • Bill J Pacheco
  • Billy J Pacheco
  • Bill Joseph Pacheco

View on SEC IAPD

Other Firms

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
MONETA VENTURES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
MATHEWS CAPITAL MANAGEMENT
COMMONWEALTH FINANCIAL NETWORK

Other Investors

Katie Louise Latour
Harold Kuk Rhee
Edwin Shanil Kumar
ERIKA PANDY
JOEL PATRICK DUCORE
GREGORY CURTIS JUNG
JAIME ELIZABETH BARRETTA
DWAINE HAROLD BAASCH

Other Offices

U.S. BANCORP ADVISORS, LLC · Folsom, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FOLSOM, CA
J.P. MORGAN SECURITIES LLC · FOLSOM, CA
MONETA VENTURES, LLC · FOLSOM, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Folsom, CA
LPL FINANCIAL LLC · FOLSOM, CA
LPL FINANCIAL LLC · FOLSOM, CA
WELLS FARGO CLEARING SERVICES, LLC · FOLSOM, CA

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