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Privacy/Security Statement

Privacy/Security 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.

These sites and apps are not intended for children.

Our sites and apps are meant for adults. We do not knowingly collect personally identifiable information from children under 13.  If you are a parent or legal guardian and think your child under 13 has given us information, you can email us.  You can also write to us at the address below.  Please mark your inquiries “COPPA Information Request.”

Parents, you can also learn more about how to protect children’s privacy online here.

We use standard security measures.

We have security measures in place to protect your information. The standard security measures we use will depend on the type of information collected.  However, the Internet is not 100% secure.  We cannot promise that your use of our sites will be completely safe.  We encourage you to use caution when using the Internet.  This includes not sharing your passwords. If you think that an unauthorized account has been created using your name, contact us at the address below.

Our mailing address for purposes of the Consumer Privacy Notice is:

Privacy Management
c/o Compliance Department
LPL Financial
4707 Executive Drive
San Diego, CA 92121-3091

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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