AP

Adriana Ortiz Pacheco

22 Years of Experience

Firm Information

Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
585 advisors
Number of Clients
11,854 clients
Average Client Portfolio
$232K average
Assets Under Management
$2.7B

Fee Structure

This brochure does not contain a fee schedule. Please contact Voya Financial Advisors directly for fee information.

Areas of Practice
Investment ManagementRetirement Planning
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Advisor Information

Office location

1059 Tierra Del Rey, Suite J, Chula Vista, CA, 91910

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Adriana works as a professional ballroom dancer, performing at events and teaching, dedicating about 10-20% of her time. She is also an independent insurance agent selling fixed insurance products full-time.

Employment History
Current Registrations
Voya Financial Advisors, INC. Broker
January 2011 - Present · 15 yrs
Voya Financial Advisors, INC.
January 2011 - Present · 15 yrs
Previous Registrations
Ing Financial Advisers, LLCBroker
January 2007 - January 2011 · 4 yrs
Ing Financial Advisers, LLC
January 2007 - January 2011 · 4 yrs
Planmember Securities Corporation
June 2003 - December 2006 · 3 yrs 6 mos
Planmember Securities Corporation Broker
April 2003 - December 2006 · 3 yrs 8 mos
State Registrations11 states
AZCACOMINMNVOKORPATXWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Adriana Ortiz Pacheco - Financial Advisor | AdvisorDiscover