DINA FARGALLA
Senior Portfolio Analyst | LPL Registered Administrative Associate
Dina joined Pence Wealth Management in 2014 and has since become an integral part of the team. As a Senior Portfolio Analyst experienced in structured products and alternative investments. Dina makes sure that all our trading activities follow the best execution policies, aiming to get the best results for our clients.
In addition to her role at Pence Wealth Management, Dina is a Registered Administrative Associate with LPL Financial and holds her Series 7, 65, and 63 Registrations through LPL Financial.
Before joining us, Dina earned her bachelor’s degree in Accounting and Finance from the Faculty of Commerce College in Ismailia, Egypt, and moved to the U.S. in 2013, bringing valuable knowledge and a unique international perspective to our team.
Dina’s journey from Egypt to the U.S. and her growth within our company highlight her dedication and commitment. She continues to drive our mission to provide exceptional investment services and support to our clients.
LEARN MORE ABOUT US
Our team members have spent decades in the industry, providing financial guidance for clients like you.
Since 1980, our advisors have worked closely with clients to discuss and learn their various goals and needs.
With more than 30 years of experience, our approach has helped us navigate through the minefields of the markets.
LPL Financial was founded with a vision to help financial advisors establish successful businesses.
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At Pence Wealth, we believe that good financial decisions don’t have to be confusing.
If you have any questions or want to schedule a complimentary meeting to discuss your specific questions, please do not hesitate to contact us.
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