RBC Capital Markets
46yrs
Top advisor by experience in Frisco
12yrs
Todd Allen Pace
Financial advisor at RBC Capital Markets
At a glance
Experience12 years (since 2015)
How that compares ?12 years in the industry
Office1 Cowboys Way Suite 450, Frisco, TX 75034
How the firm is paid ?Percent of assets, Flat fee
States licensed ?1 state
Services through RBC Capital Markets
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2023 – nowRBC Capital Markets, LLCCurrent firm
- 2020 – 2023Raymond James Financial Services Advisors, Inc.Previously
- Mar 2019 – Apr 2020LPL Financial LLCPreviously
- 2015 – 2019Mutual of Omaha Investor Services, Inc.Previously
Questions to ask Todd
Tailored to Todd’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Todd
How do I contact Todd?
Call RBC Capital Markets at 212-858-7000 and ask for Todd Allen Pace. Todd works from the Frisco, TX office.
How long has Todd been a financial advisor?
Todd has been in the industry since 2015, about 12 years. 12 years in the industry.
What licenses does Todd hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Todd a fiduciary?
Todd is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Todd paid?
RBC Capital Markets reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Todd for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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