Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Pace is an investment advisor representative registered with RBC Capital Markets, LLC. Todd has been in the industry since January 25, 2015, and has been with RBC Capital Markets, LLC since October 2023. Todd is registered in 28 states and holds Series 6, 7, 63, and 65 licenses. Todd specializes in providing financial planning, portfolio management, and pension consulting services to high-net-worth individuals, corporations, and other businesses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
TX
10/17/2023 - Present
RBC Capital Markets, LLC (Frisco TX)
TX
03/31/2020 - 10/24/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (Midland TX)
TX
03/15/2019 - 04/08/2020
LPL FINANCIAL LLC (MIDLAND TX)
TX
01/26/2015 - 03/20/2019
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (MIDLAND TX)
IA
Issued 09/16/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/05/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/11/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Todd Pace is the right advisor for you? Invested Better is here to help.
