AP
AP

Adam Pace

15 Years of Experience
Salt Lake City, UT
1 DisclosureBroker

Adam Pace is a registered investment advisor at Wells Fargo Advisors, based in Salt Lake City, UT, with 15 years of industry experience. Adam is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14674 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

5201 Amelia Earhart Dr 2nd & 3rd Fls, [Wt & Cst], Salt Lake City, UT, 84116

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History

Regulatory History (1)
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Employment Separation After Allegations
June 2014
Employment History
Current Registrations
Wells Fargo Clearing Services, LLC
September 2014 - Present · 12 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
September 2014 - Present · 12 yrs 1 mo
Wells Fargo Advisors
September 2014 - Present · 12 yrs 1 mo
Previous Registrations
Strategic Advisers, INC.
October 2011 - July 2014 · 2 yrs 9 mos
Fidelity Brokerage Services LLCBroker
April 2011 - July 2014 · 3 yrs 3 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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