AUMdb
TD

Todd David Pence

CRD 7326522 Chartered Financial Analyst

Firms

FirmRoleAs of
Virtera Partners Llc Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Ownership stakes

  • Virtera Partners Llc
    Chief Financial Officer, Chief Compliance Officer · Less than 5% · Jul 2024

From Form ADV Schedule A/B filings.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗