Robert
Pace
Truist Advisory Services, Inc
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About this Advisor
Robert Pace is a financial advisor based in Savannah, Georgia who has 2 years of relevant experience. Pace is currently employed by Truist Advisory Services, Inc. Their career trajectory has included roles at Suntrust Investment Services, Inc, Suntrust Advisory Services, Bb&T Securities, Truist Investment Services, Inc and Truist Advisory Services, Inc. Pace maintains Series 63 and Series 66 licenses, qualifying them as a securities agent, and can advise clients in Georgia and Texas. Truist Advisory Services, Inc is a business based in Atlanta, GA. It has offices in 3,373 locations and a total of 2,842 employees. It oversees $53 billion in total assets between its 125,600 accounts, placing it among the biggest firms in the country by assets under management. The firm serves 85 charities and foundations. Of its 125,600 customer accounts, just 12% are held by high-net-worth investors who have greater than $1 million in assets. Truist Advisory Services, Inc has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters and other services. A financial advisor's fee schedules vary depending on the services. However, fees billed by Truist Advisory Services, Inc can include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Truist Advisory Services, Inc Brokerage Details
$53,169,938,577
2,842
125,600
$423,328
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Other
Robert Pace Work History
Robert has been registered as a financial advisor for 2 years.*
Truist Investment Services, Inc
Truist Advisory Services, Inc
Bb&T Securities
Suntrust Advisory Services
Suntrust Investment Services, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Robert Pace to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Truist Advisory Services, Inc
Harrisonburg, VA
Atlanta, GA
Merritt Island, FL
Atlanta, GA
Fairfax, VA
Richmond, VA
Chevy Chase, MD
Myrtle Beach, SC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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