JORGE AGUILAR

ANALYST | LPL REGISTERED ADMINISTRATIVE ASSOCIATE

          

Jorge joined the team in 2013 and has been in the industry since 2010. He previously worked for large financial firms such as Wells Fargo, JP Morgan Chase and Fidelity. Along with assisting clients and helping advisors, Jorge plays a key role in assisting with the Investment Team’s daily operations, running reports and managing portfolios.

Jorge holds his insurance license with the State of California and is a Registered Administrative Associate with LPL Financial holding his Series 7 and 63 registrations through LPL Financial.

California Insurance License No. 0G96194

The financial professionals at Pence Financial Group strive to uphold the Fiduciary Standard of Care. At all times when providing advice to a Client, our financial professionals must always act in the best interest of the Client. We place the interests of the Client above the interests of the Firm. We must act with the care, skill, prudence and diligence that a prudent professional would exercise in light of the Client’s goals, risk tolerance, objectives and financial and personal circumstances. Our financial professionals must comply with all objectives, policies, restrictions and other terms of the Engagement and all reasonable and lawful direction of the Client.

CHAD KRIEG

SENIOR ANALYST | LPL REGISTERED ADMINISTRATIVE ASSOCIATE

ALI ARIK,

SENIOR ANALYST | LPL REGISTERED ADMINISTRATIVE ASSOCIATE

IAN VENZON

ANALYST | LPL REGISTERED ADMINISTRATIVE ASSOCIATE

DINA FARGALLA

INVESTMENT TEAM ASSOCIATE | LPL REGISTERED ADMINISTRATIVE ASSOCIATE

RAMILO REYES

INVESTMENT TEAM ASSOCIATE | LPL REGISTERED ADMINISTRATIVE ASSOCIATE