Charlotte Janelle Pace

Employer firm

Forefront CRD 308521

$240M regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2013 → 10/2024
  Cetera Advisor Networks Llc
  El Segundo, CA
• 10/2020 → Present
  Fair Fight Action
  Atlanta, GA
• 06/2023 → 10/2024
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 12/2024 → Present
  Forefront
  Austin, TX
• 02/2025 → Present
  Calton & Associates, Inc.
  Tampa, FL

Previous Registrations

• 2023-06-29 → 2024-10-24
  Cetera Investment Advisers Llc
  Cedar Park, TX
  Cedar Park, TX
  Austin, TX
• 2000-08-08 → 2023-06-29
  Cetera Wealth Services, Llc
  Dallas, TX
  Austin, TX
  Austin, TX
  Cedar Park, TX
  Austin, TX
  Austin, TX
  Austin, TX
  Dallas, TX
  Cedar Park, TX
  Austin, TX

Other Businesses

1)FIXED INSURANCE LIFE, HEALTH, DISABILITY, ANNUITIES, AND LONG-TERM CARE. // 2)START MAY 1, 2005 OWNER OF PACE FINANCIAL SERVICES. TAX PREPARATION AND DEBT COUNSELING. // 3) NAME OF OTHER BUSINESS: FAIR FIGHT ACTION; INVESTMENT RELATED: NO; ADDRESS: 1270 CAROLINE STREET NE SUITE D120-311 ATLANTA GA 30307; NATURE OF BUSINESS: ELECTIONS; START DATE: 10/2020; POSITION/TITLE/RELATIONSHIP: POLL ATTENDANT/CLERK; APX NUMBER OF HOURS PER WEEK: UP TP 20; APX NUMBER OF HOURS DURING TRADING HOURS: UP TO 20; BRIEF DESCRIPTION OF DUTIES: ASSIST IN ELECTION PROCEEDINGS DURING EARLY VOTING AND ELECTION DAY;// 4) Calton & Associates; investment related; Tampa, FL; registered representative of a broker dealer

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-10-29
• S63 Uniform Securities Agent State Law Examination
  1998-11-24

Other Names

• Charlotte Janelle
• Charlotte Pace