DP
Derek Pacheco
from La Cumbre Peak Advisors
Derek Pacheco is a financial advisor based in California, Santa Barbara,
with 12 years of experience. Derek currently works for
La Cumbre Peak Advisors.
Derek maintains a S66 license (Uniform Combined State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Derek Pacheco works at La Cumbre Peak Advisors
La Cumbre Peak Advisors is a financial advisory firm based in Santa Barbara, California. It currently has approximately $9,700,000 of assets under management and employs about 1 people. La Cumbre Peak Advisors uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
2 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
27 W. Anapamu Street, Suite 426, Santa Barbara, California, 93101
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