Colton Pence

Role
Managing Partner at AdvisorBOB
Location
Philadelphia, PA, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Colton Pence

Securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and…

Experience

  1. Managing Partner

    AdvisorBOB

    Jan 2019 — Present

    AdvisorBob© (Advisor Book of Business) is a revolutionary financial advisor software application that allows firms to move away from legacy products by using a solution that tracks costs, expenses, goals, and financial ratios for each of their advisors. AdvisorBOB, Great Valley Advisor Group and LPL Financial are separate entities.

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Colton Pence — Managing Partner at AdvisorBOB in Philadelphia, PA, US | Unifers