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Thomas Henderson Pace

Retirement Planners OF America

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About Thomas Henderson Pace

Thomas Henderson Pace is an Investment Advisor Representative with Retirement Planners of America, specializing in financial planning and portfolio management for both individuals and high-net-worth clients. Thomas has over 20 years of experience in the financial services industry. Before joining Retirement Planners of America, Thomas was associated with NYLIFE Securities LLC and Pruco Securities Corporation. Thomas holds Series 6, 7, 63, and 65 licenses, and the SIE designation. Thomas is also an independent insurance agent.

Firm Information

Thomas Pace is currently registered with Retirement Planners OF America. Retirement Planners of America, based in PLANO, TX, is a financial advisory firm that provides comprehensive financial planning and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. They manage approximately $3.6 billion in assets for over 15,000 clients. The firm participates in wrap fee programs.
Retirement Planners OF America

2820 DALLAS PARKWAY

PLANO, TX 75093

$3.56B

Assets Under Management

Not reported

Total Clients

39

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Thomas Pace’s Registration & Firm History

TX

03/03/2016 - Present

Retirement Planners OF America (AUSTIN TX)

TX

04/22/2002 - 03/07/2016

NYLIFE SECURITIES LLC (SOUTHLAKE TX)

NJ

12/10/1997 - 04/23/2002

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

IA

Issued 01/21/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/12/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/07/2016

SIE - Securities Industry Essentials Examination

BC

Issued 03/27/2002

Series 7 - General Securities Representative Examination

BC

Issued 12/08/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas Henderson Pace.
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