Ashley Pace, financial advisor Carmel CA
88 score

Ashley Pace

CRD Number: 6398761
Current Firm: Charles Schwab & Company, Inc.

Ashley Pace (CRD# 6398761) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Carmel, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Carmel, CA Sep 2014 - Current 2
Charles Schwab Bank Carmel, CA Sep 2014 - Current 2
Ngkf Los Angeles, CA Dec 2008 - Aug 2014 5
Weston Capital Mgmt Santa Monica, CA Aug 2006 - Dec 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2014
Contact Info for Ashley D. Pace
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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