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Sharon Emi Pacheco

PACIFIC LIFE FUND ADVISORS LLC·NEWPORT BEACH, California
SIE, Series 6, Series 26, Series 63Clean recordPACIFIC LIFE FUND ADVISORS LLC
700 NEWPORT CENTER DRIVE, NEWPORT BEACH, CA 92660-6397CRD# 2767271Firm CRD# 105169

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Sharon Emi Pacheco · NEWPORT BEACH, CA
Registration
CRD #2767271 · PACIFIC LIFE FUND ADVISORS LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 26
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
PACIFIC LIFE FUND ADVISORS LLC
CRD 105169 · SEC 801-15057
AUM
$39.9B
Regulatory assets under management
Employees
19
61 client accounts
Services offered by PACIFIC LIFE FUND ADVISORS LLC
Per Form ADV
Portfolio management (pooled investments)
Pension consulting
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Institutional Investors
Pension & Retirement Plans
View all advisors at PACIFIC LIFE FUND ADVISORS LLC →
Introduction

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Frequently Asked Questions

What services does Sharon Emi Pacheco offer?
Sharon Emi Pacheco specializes in Investment Management, Retirement Planning, Fee-Only Advisory. Contact their office in NEWPORT BEACH, California for a consultation.
What are Sharon Emi Pacheco's credentials?
Sharon Emi Pacheco is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sharon Emi Pacheco located?
Sharon Emi Pacheco is based in NEWPORT BEACH, California, working with PACIFIC LIFE FUND ADVISORS LLC. Their office serves clients in the NEWPORT BEACH metropolitan area and surrounding communities.
How does Sharon Emi Pacheco charge for services?
Sharon Emi Pacheco's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PACIFIC LIFE FUND ADVISORS LLC?
PACIFIC LIFE FUND ADVISORS LLC has approximately 19 employees and manages $39.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PACIFIC LIFE FUND ADVISORS LLC

Laurene Erin Macelwee
NEWPORT BEACH, CA
Howard Tomio Hirakawa
NEWPORT BEACH, CA

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