LPL ADVANCED PLANNING GROUP
This group is available to Pence Financial Group professionals through their affiliation with LPL Financial.
Because Pence Financial Group (PFG) advisors are affiliated with LPL Financial, we have access to the resources and experience of the nation’s largest independent broker dealer as reported by Financial Planning magazine (June 1996-2021) based on revenue. LPL Financial has over 3500 employees and services over 19,000 financial professionals with over $1 trillion in brokerage and advisory assets serviced or custodied at LPL Financial as of May 31, 2021.
The LPL Advanced Planning Group supports Pence Financial Group professionals to develop and implement strategies for affluent families and business owners looking to meet a variety of complex financial goals. Your PFG Advisor is able to assist in complex planning cases. The team has knowledge and expertise in the following areas:
Pence Financial Group (“PFG”) 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. PFG is an investment adviser registered with the State of California to provide financial planning services. 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. Dryden Pence is the Managing Director of PFG.