Carson Pace (CRD# 7424825) is an Investment Advisor Representative working at Morgan Stanley in Glenview, IL and has 1 year of experience in the finance industry.
CRD# 4375964
Oneamerica Securities, Inc.
CRD# 2243629
Ameriprise Financial Services, LLC
CRD# 6155633
Bankers Life Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Morgan Stanley | Glenview, IL | Jan 2023 - Current | 1 |
| Rbc Capital Markets, LLC | Buffalo Grove, IL | Aug 2021 - Jan 2023 | 1 |
| Chase Bank | Rockford, IL | Sep 2019 - Aug 2021 | 1 |
| Meijer | Rockford, IL | Mar 2018 - Sep 2019 | 1 |
| Garrett's Restaurant & Bar | Rockford, IL | May 2017 - Feb 2018 | < 1 |
| Student | Rockford, IL | Aug 2016 - May 2017 | < 1 |
| Olive Garden | Rockford, IL | Apr 2016 - Aug 2016 | < 1 |
| Rock Run Soccer Club | Rockford, IL | May 2015 - Jun 2016 | 1 |
| Woodman's Grocery | Rockford, IL | Feb 2015 - May 2015 | < 1 |
| Student | Rockford, IL | Aug 2014 - Feb 2015 | < 1 |
| Ambrose Greenhouse | Roscoe, IL | May 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2023 |
- IL
- TX
-
Total Assets Under Management1,402,426MILLIONS
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Total Number of Accounts2,405,783ACCOUNTS
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Average Account Value$582,939
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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