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Alicia Floyd

Alicia Floyd
Client Service Specialist
alicia.poteet@lpl.com

Alicia Poteet Floyd | Client Service Specialist

Alicia joined the Pence Wealth Management team in April 2014, bringing with her over 8 years in customer service and developing many strong relationships with her clientele. Alicia is a client service specialist and assists advisors with providing the upmost best customer care and has a true compassion for helping others.

Alicia received her Bachelor’s degree from California State University Fullerton, where she graduated in Communications and Public Relations in December 2013.

In her spare time, she enjoys spending time with her family and performing activities outdoors. Hiking, cooking, art and traveling are just a few of her passions.

California Insurance License # 0K40693

All Financial Consultants at Pence Wealth Management are Registered Representatives with, and securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA & SIPC. Financial Planning offered through Pence Wealth Management, a Registered Investment Advisor and separate entity from LPL Financial. The LPL Financial representative associated with this website may only discuss and/or transact securities business with residents of the following states: Alaska (AK), Alabama (AL), Arkansas (AR), Arizona (AZ), California (CA), Colorado (CO), Connecticut (CT), Delaware (DE), Florida (FL), Georgia (GA), Hawaii (HI), Idaho (ID), Illinois (IL), Kansas (KS), Kentucky (KY), Louisiana (LA), Massachusetts (MA), Michigan (MI), Minnesota (MN), Mississippi (MS), Missouri (MO), Montana (MT), Nebraska (NE), Nevada (NV),

New Hampshire (NH), New Jersey (NJ), New Mexico (NM), New York (NY), North Carolina (NC), North Dakota (ND), Ohio (OH), Oklahoma (OK), Oregon (OR), Pennsylvania (PA), Rhode Island (RI), South Carolina (SC), South Dakota (SD), Texas (TX), Utah (UT), Virginia (VA), Washington (WA), Wyoming (WY), Washington (DC)

Laila Marshall-Pence CA Insurance Lic# 0545421

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