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No. 33 Advisor in the Country by Barron’s

Laila Pence Recognized as One

of America’s Top Independent

Financial Advisors

Named the No. 33 Advisor in the Country by Barron’s

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Source Image from Barron’s


Newport Beach, CA – August, 2016 – Laila Pence of Pence Wealth Management in Newport Beach California was recently named one of the Top 100 Independent Financial Advisors in America by Barron’s, a leading financial publication. Pence was recognized as the No. 33 advisor in the country.  Pence Wealth Management is supported by LPL Financial, the nation’s largest independent broker-dealer.

laila pence

Laila Pence, CFP®, AIF® | LPL REGISTERED PRINCIPAL

Only a select group of financial advisors are recognized for this annual list published by Barron’s. Selection is based on data provided by financial advisors across the country, evaluating volume of assets under management, revenue generated for an advisor’s firm and overall quality of their practice.

“On behalf of LPL, I congratulate Laila Pence for being recognized among the most successful advisors in the financial services industry,” said Andy Kalbaugh, LPL managing director and divisional president, Relationship Management and Business Consulting. “Laila has built a successful business by putting her clients at the center of the work she does. She has demonstrated a commitment to delivering objective financial advice that helps her clients work toward their financial goals. We are proud to support Laila and wish her continued success.”

The full Barron’s Top 100 Independent Financial Advisors for 2016 list can be found at Barrons.com.

About LPL Financial

LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ:LPLA), is a leader in the retail financial advice market and served approximately $500 billion in brokerage and advisory assets as of July 31, 2016. LPL is one of the fastest growing RIA custodians and is the nation’s largest independent broker-dealer (based on total revenues, Financial Planning magazine June 1996-2016). The Company provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and Independent research to more than 14,000 independent financial advisors and over 700 banks and credit unions, enabling them to help their clients turn life’s aspirations into financial realities. Advisors associated with LPL also serviced an estimated 45,000 retirement plans with an estimated $124 billion in retirement plan assets, as of June 30, 2016. LPL also supports approximately 4,200 financial advisors licensed and affiliated with insurance companies with customized clearing, advisory platforms, and technology solutions. LPL Financial and its affiliates have more than 3,200 employees with primary offices in Boston, Charlotte, and San Diego. For more information, please visit www.lpl.com.

LPL Financial and Barron’s Magazine are not affiliated entities.


This information has been prepared from sources believed to be reliable, but no representation is being made as to its accuracy or completeness. The information provided should be used only as general information and is not intended to provide specific advice or recommendations for any individual. The economic forecasts set forth in the material may not develop as predicted. All indices, such as the S&P 500, are unmanaged and may not be invested into directly. Sources: Reuters, Bloomberg, Wall Street Journal.

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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),

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Laila Marshall-Pence CA Insurance Lic# 0545421

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