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Justin Pace

Investment adviser representative at Truist Advisory Services, Inc.
13 yearsExperience
1 stateRegistered in
$77.4BFirm assets
10 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

13 years in the industry.

  1. Truist Advisory Services, Inc.Jan 2025 to now
  2. Wells FargoSep 2018 to Jan 2025
  3. LsegJun 2017 to Sep 2018
  4. Northwestern MutualJun 2016 to Jun 2017
  5. Winthrop UniversityAug 2013 to Jun 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 1 state (NC).

Truist Advisory Services, Inc.

$77.4BAssets managed
129,307Clients
1,969Advisers
10 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6531005
Firm CRD
283390
Advisor's SEC record (opens in a new tab)
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