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Eldon Dryden Pence is an active financial advisor with over 37 years of experience in the industry. Eldon is registered with LPL Financial LLC and Pence Capital Management, LLC. Eldon has a strong track record of success in the financial services industry, and is committed to providing personalized financial advice to help clients achieve their financial goals. Eldon specializes in providing a variety of financial services, including financial planning, investment management, and retirement planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
04/05/2010 - Present
LPL Financial LLC (NEWPORT BEACH CA)
AR
06/19/1985 - 12/20/2002
K-ONE INVESTMENT COMPANY (FORT SMITH AR)
IA
Issued 07/03/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/12/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/01/1995
Series 24 - General Securities Principal Examination
BC
Issued 07/05/1991
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/06/1986
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/1995
Series 7 - General Securities Representative Examination
BC
Issued 06/18/1985
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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