DA
CFP

Daniel Mark Alivernini

16 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
18 advisors
Number of Clients
1 client
Average Client Portfolio
$46.1B average
Assets Under Management
$46.1B
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Advisor Information

Office location

500 Chesterfield Parkway, Malvern, PA, 19355

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Regulatory History (1)
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Employment Separation After Allegations
April 2017
Employment History
Current Registrations
Pacer Advisors, INC.
April 2018 - Present · 7 yrs 9 mos
Pacer Financial, INC.Broker
April 2018 - Present · 7 yrs 9 mos
Previous Registrations
USAA Financial Planning Services
November 2013 - May 2017 · 3 yrs 6 mos
USAA Financial Advisors, INC.Broker
November 2013 - May 2017 · 3 yrs 6 mos
Vanguard Advisers INC
January 2012 - November 2013 · 1 yr 10 mos
Vanguard Marketing CorporationBroker
February 2008 - November 2013 · 5 yrs 9 mos
State Registrations3 states
DENJPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.