SENIOR PORTFOLIO ANALYST | LPL REGISTERED REPRESENTATIVE
Chad joined the Investment Team in 2006 and directs portfolio oversight, trading and client interface.
Chad is a Registered Administrative Associate with LPL Financial. He received his undergraduate education at California State University Dominguez Hills.
Chad holds FINRA Series 7, 63 and 65 registrations through LPL Financial.
At Pence Financial Group, 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.
Whether retirement is years away or right around the corner, we can help you to build a wealth strategy that can prepare you for the future you want.
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The financial professionals associated with PFG are registered with and offer securities and investment advisory services through LPL Financial, member FINRA/SIPC and a registered investment adviser.
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