John Lee Pence, CFP<sup>®</sup>

John Lee Pence, CFP^®

AAMS

John Lee Pence, CFP<sup>®</sup> - Financial Advisor

John Lee Pence, CFP^®

AAMS

CFP(R) AAMS(R)

John Lee Pence CFP(R)

107 Weatherstone Dr., Suite 520
Woodstock, GA 30188

(678) 354-9353

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

Lieutenant Colonel, US Army Retired Work with Many Senior Clients and Families on Issues involving Seniors including Budgeting, Hopsice, and Estate Planning

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

General

John Lee Pence is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at John Lee Pence CFP(R) in Woodstock, GA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Other - AAMS(R)

Insurance Licenses

Life insurance: GA, FL, AL
Health/disability insurance: GA, FL,AL
Fixed annuities: GA, FL, NC, AL,NC, SC,TN
Variable annuities: GA, FL, , AL

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Investment Management, Estate Planning, Limited Partnerships, Government & Military, Mutual Funds, Getting Married, Real Estate, Insurance, Job Loss, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth

More

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

Lieutenant Colonel, US Army Retired Work with Many Senior Clients and Families on Issues involving Seniors including Budgeting, Hopsice, and Estate Planning

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

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