Unclaimed Profile

Joe Mckee Thomson

PACER ADVISORS, INC.·MALVERN, Pennsylvania

SIE, Series 7TO, Series 14, Series 24, Series 40, Series 63CFP ChFCClean record20 years registeredPACER ADVISORS, INC.

500 CHESTERFIELD PARKWAY, MALVERN, PA 19355CRD# 718569Firm CRD# 137381

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joe Mckee Thomson · MALVERN, PA

Registration

CRD #718569 · PACER ADVISORS, INC. · 20 years registered

Brand Profile

Not yet started

Career History

PACER ADVISORS, INC.

Mar 2006 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7TO

Series 14

Series 24

Series 40

Series 63

Registration record

First registered · March 29, 2006

Years registered · 20

Professional designations · CFP, ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PACER ADVISORS, INC.

CRD 137381 · SEC 801-79654

AUM

$35.1B

Regulatory assets under management

Employees

47 client accounts

Services offered by PACER ADVISORS, INC.

Per Form ADV

Portfolio management (pooled investments)

Pension consulting

Client types served by the firm

Per Form ADV

Institutional Investors

Pension & Retirement Plans

View all advisors at PACER ADVISORS, INC. →

Introduction

Speak with Joe

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Joe is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in MALVERN?

Browse all registered financial advisors in MALVERN, Pennsylvania or claim this profile if it's yours.

Browse MALVERN Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Joe Mckee Thomson offer?

Joe Mckee Thomson specializes in Investment Management, Retirement Planning, Fee-Only Advisory. Contact their office in MALVERN, Pennsylvania for a consultation.

What are Joe Mckee Thomson's credentials?

Joe Mckee Thomson holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Joe Mckee Thomson located?

Joe Mckee Thomson is based in MALVERN, Pennsylvania, working with PACER ADVISORS, INC.. Their office serves clients in the MALVERN metropolitan area and surrounding communities.

How does Joe Mckee Thomson charge for services?

Joe Mckee Thomson'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 PACER ADVISORS, INC.?

PACER ADVISORS, INC. has approximately 22 employees and manages $35.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →