Joseph Abraham Pence

Employer firm

Financial Advisors Network, Inc. CRD 152083

$1.11B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Educational seminars
• CORPORATE TRUST SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2006 → 12/2017
  Bonvivant International, Inc.
  Aliso Viejo, CA
• 11/2013 → 05/2018
  Lpl Financial, Llc
  Tustin, CA
• 01/2015 → 04/2018
  Financial Advisors Network, Inc.
  Tustin, CA
• 05/2018 → Present
  Securities America, Inc.
  Irvine, CA
• 05/2018 → Present
  Cooper Financial Group
  Irvine, CA
• 03/2020 → Present
  Financial Advisors Network, Inc.
  Tustin, CA

Previous Registrations

• 2018-05-25 → 2019-07-12
  Cooper Mcmanus
  Irvine, CA
• 2016-09-01 → 2018-05-30
  Financial Advisors Network, Inc.
  Tustin, CA
• 2014-11-06 → 2016-07-01
  Lpl Financial Llc
  Tustin, CA

Exams

• S66 Uniform Combined State Law Examination
  2014-03-31

Designations

• Chartered Financial Consultant

Other Names

• Joe Abraham Pence