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.
- Consumer Privacy Notice
- Identity Theft Prevention/Red Flag Policy
- Frequently Asked Questions
- Events and Programs, Filming and Photography
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:
c/o Compliance Department
4707 Executive Drive
San Diego, CA 92121-3091