Robert Pace (CRD# 4642848) is an Investment Advisor Representative working at Rj Pace Financial in Peoria, AZ and has over 21 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rj Pace Financial, LLC | Glendale, AZ | Feb 2003 - Current | 21 |
| Ibm Corporation | Phoenix, AZ | May 2002 - Feb 2019 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2003 |
- AZ
- CA
- PA
-
Total Assets Under Management6MILLIONS
-
Total Number of Accounts26ACCOUNTS
-
Average Account Value$240,385
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
AZ, CA, PA
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