Joseph Abraham Pence
Investment adviser representative at Financial Advisors Network, Inc.
20 yearsExperience
1 stateRegistered in
ChFC®Designation
$1.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
20 years in the industry.
- Financial Advisors Network, Inc.Mar 2020 to now
- Cooper Financial GroupMay 2018 to now
- Securities America, Inc.May 2018 to now
- Financial Advisors Network, Inc.Jan 2015 to Apr 2018
- LPL Financial, LLCNov 2013 to May 2018
- Bonvivant International, Inc.Apr 2006 to Dec 2017
Designations
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (CA).
Financial Advisors Network, Inc.
$1.1BAssets managed
823Clients
13Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2955554
- Firm CRD
- 152083