Donald Pence

from Tradewinds Capital Management, LLC
SEC regulated
Regulated Investment Advisor
Donald Pence is a financial advisor based in Washington, Bellingham, with 24 years of experience. Donald currently works for Tradewinds Capital Management, LLC. Donald maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
This advisor does not appear to be registered with Unbiased
Therefore we cannot match you to their services. Please complete our convenient online form to find a tailored advisor perfectly suited to your needs.

Find your perfect

Complete our easy online form
Get matched with a financial advisor
Schedule your free first meeting
Donald Pence works at Tradewinds Capital Management, LLC
Tradewinds Capital Management, LLC is a financial advisory firm based in Bellingham, Washington. It currently has approximately $515,039,229 of assets under management and employs about 7 people. Tradewinds Capital Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Uniform Investment Adviser Law Examination (S65)
Years registered
3 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
2211 Rimland Drive, Suite 401, Bellingham, Washington, 98226

Advisor can help with

Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].