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Privacy Statement

Privacy Statement

It is the policy of Pence Wealth Management to safeguard the individual confidential information of each of our clients and/or prospective clients. We do not make your confidential information available to any third party. This information is safeguarded in our offices and not distributed in any way. This information will be used to develop specific tailored financial planning for you and will serve as the basis of our discussions at the conclusion of the presentation of your financial plan. All information provided to us will be returned to you unless in your sole discretion you wish us to keep it on file or you become a client of Pence Wealth Management and LPL. In that case, all your information will be safeguarded in accordance with Pence Wealth Management and LPL policies and maintained appropriately in our files in accordance with FINRA regulations. We value your privacy and appreciate the confidence that you have placed in us.

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