Pence Perspective Commentary | OCT. 2021
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Historical performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
The economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful. All investing involves risk including loss of principal. No investment strategy or risk management technique can guarantee return or eliminate risk in all market environments.
Pence Wealth Management (“PWM”) is a financial services practice within LPL Financial LLC (“LPL Financial”) comprised of multiple financial professionals that provide a series of services including personal investment advisory, third party managed advisory and brokerage services. Pence Wealth Management, Inc. is an investment adviser registered with the State of California to provide financial planning services. The financial professionals affiliated with PWM are registered with and offer securities and investment advisory services through LPL Financial, member FINRA/SIPC and a registered investment adviser. As of 7/1/2021, the total assets serviced by PWM through LPL Financial consist of over $1.8 billion in advisory and $364 million in brokerage assets.
PWM and LPL Financial are separate entities.
Dryden Pence is a registered representative with and offers securities and advisory services through LPL Financial, member FINRA/SIPC and a registered investment adviser. Mr. Pence may offer financial planning services through PWM, a registered advisor. Pence Wealth Management and LPL Financial are separate entities.