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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Felix? Claim Your ProfileFelix Luis Pacheco is an investment advisor representative associated with Captrust and is based in The Woodlands, Texas. Felix has been in the industry since 1998. Felix holds Series 6, 7, 31, 63, and 65 licenses and the SIE exam. Felix offers investment advisory services for individuals and families, businesses, and corporations as well as pension consulting and portfolio management for pooled investment vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
01/18/2024 - Present
Captrust (The Woodlands TX)
TX
01/05/2011 - 04/19/2018
LPL FINANCIAL LLC (BAYTOWN TX)
TX
12/17/2004 - 01/25/2010
UBS FINANCIAL SERVICES INC. (HOUSTON TX)
NY
06/12/2003 - 12/13/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
05/26/2000 - 06/12/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
MA
12/04/1998 - 08/29/2000
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
IA
Issued 06/23/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/19/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 12/23/1999
Series 7 - General Securities Representative Examination
BC
Issued 11/06/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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