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LAILA PENCE NAMED BY BARRON’S AS ONE OF THE TOP INDEPENDENT WEALTH ADVISORS IN THE COUNTRY

ILLUSTRATION: KEITH NEGLEY

Named the No. 38 Advisor in the country by Barron’s Magazine in their 2018 ranking of America’s Top Independent Wealth Advisors 

Newport Beach, CA — September 17, 2018 –Laila Pence of Pence Wealth Management in Newport Beach, CA, was named among the Top Independent Wealth Advisors in America* by Barron’s, a prominent national business magazine.  Laila was recognized as the No. 38 advisor in the country.  She is affiliated with LPL Financial, a leading retail investment advisory firm and the nation’s largest independent broker/dealer as reported in Financial Planning Magazine, June 1996-2018, based on total revenue.

The annual ranking by Barron’s, a leading financial publication, recognizes the top independent financial advisors in the nation, according to a range of criteria including the firm’s assets under management, revenue generated by each advisor and his or her team, and the overall quality of the practice.

Pence Wealth Management strives for excellence; the firm has been recognized for its experienced staff, objective financial strategies and unparalleled client service.  Pence Wealth Management endeavors to make a difference in their clients’ lives by providing greater comfort regarding their income and confidence regarding their wealth. Pence Wealth Management offers comprehensive financial and planning services and is the pioneer of Choke-Point Investing™.

For more information please contact Jessica Hansen, at 949.660.8777 – ext. 102 orjessica.hansen@lpl.com

LPL Financial, Pence Wealth Management, and Barron’s magazine are separate entities. 

Laila Pence is an LPL Registered Principal with, and securities are offered through LPL Financial, Member FINRA/SIPC.

Financial Planning offered through Pence Wealth Management, a registered investment advisor and a separate entity.

 

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All Financial Consultants at Pence Wealth Management are Registered Representatives with, and securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA & SIPC. Financial Planning offered through Pence Wealth Management, a Registered Investment Advisor and separate entity from LPL Financial. The LPL Financial representative associated with this website may only discuss and/or transact securities business with residents of the following states: Alaska (AK), Alabama (AL), Arkansas (AR), Arizona (AZ), California (CA), Colorado (CO), Connecticut (CT), Delaware (DE), Florida (FL), Georgia (GA), Hawaii (HI), Idaho (ID), Illinois (IL), Kansas (KS), Kentucky (KY), Louisiana (LA), Massachusetts (MA), Michigan (MI), Minnesota (MN), Mississippi (MS), Missouri (MO), Montana (MT), Nebraska (NE), Nevada (NV),

New Hampshire (NH), New Jersey (NJ), New Mexico (NM), New York (NY), North Carolina (NC), North Dakota (ND), Ohio (OH), Oklahoma (OK), Oregon (OR), Pennsylvania (PA), Rhode Island (RI), South Carolina (SC), South Dakota (SD), Texas (TX), Utah (UT), Virginia (VA), Washington (WA), Wyoming (WY), Washington (DC)

Laila Marshall-Pence CA Insurance Lic# 0545421

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