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Joshua Sousa Pacheco is a financial advisor professional located in Westport, MA. They specialize in financial advisory. With over 14 years of experience, they bring deep expertise to every client.
Joshua Sousa Pacheco - Innovation Partners Llc holds an active professional license (FINRA CRD) for your protection.
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Joshua Sousa Pacheco operates Innovation Partners LLC, a financial advisory firm based in Westport, Massachusetts. With 14 years of experience in the financial services industry, Pacheco brings established expertise to client financial planning and advisory needs. The firm holds a FINRA CRD license (number 5865407), which enables operations within the regulated financial services sector. Innovation Partners LLC serves clients seeking professional financial guidance and portfolio management services.
Joshua Sousa Pacheco's FINRA CRD (Central Registration Depository) license indicates registration with the Financial Industry Regulatory Authority, the primary regulator overseeing investment professionals and brokerage firms. This license type signals that Pacheco operates under FINRA's regulatory framework and compliance requirements, which govern conduct, disclosures, and client interactions in financial advisory and securities services. The CRD designation means the advisor's background, qualifications, and disciplinary history are tracked in a central database accessible to regulators and the public, providing transparency about professional standing.