David
Pence

The Mather Group, LLC

CRD#7166168
Investment Advisor
in Atlanta, GA

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About this Advisor

David Pence is a financial advisor based in Atlanta, Georgia, working with The Mather Group, LLC. David has previously held positions at The Daniel Financial Group, LLC, Fellowship Of Christian Athletes, Ty J Young, Inc, Providence Christian Academy, Georgia Southern University, Eagle Creek Brewing Company, and The Mather Group, LLC. David has passed the Series 65 regulatory exam and is registered to provide services in Georgia and Illinois. Currently, David is part of The Mather Group, LLC, which operates out of Atlanta, Georgia. The firm has 62 offices and 163 employees. The firm manages assets totaling $10.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at The Mather Group, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

1180 Peachtree Street Ne Suite 2020
Atlanta, GA 30309

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The Mather Group, LLC Brokerage Details

Total Assets Under Management

$10,508,543,012

GA Average: $6,674,516,078
Total Number of Employees

163

GA Average: 44
Total Number of Accounts

15,974

GA Average: 2,564
Average Account Size

$657,853

GA Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

David Pence Work History

2021 - Present (4 years)

The Mather Group, LLC

2020 - 2021 (1 year)

The Mather Group, LLC

2017 - 2019 (2 years)

The Daniel Financial Group, LLC

2016 - 2017 (1 year)

Fellowship Of Christian Athletes

2016 - 2016 (< 1 year)

Ty J Young, Inc

2015 - 2016 (1 year)

Providence Christian Academy

2013 - 2014 (1 year)

Eagle Creek Brewing Company

2011 - 2015 (4 years)

Georgia Southern University

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Disclosures

Please visit the SEC profile of David Pence to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at The Mather Group, LLC

Natalya Christy
Chicago, IL
John D'Amelio
Chicago, IL
Michael Curley
Cincinnati, OH
Lucas Veldhuis
Houston, TX
Matthew Greer
Chicago, IL
Megan Mccarthy
Chicago, IL
Ryan Quinn
Chicago, IL
Ben Petrie
Chicago, IL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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