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Larry Yu

Larry Yu
Relationship Manager, LPL Registered Administrative Associate

Larry Yu | Relationship Manager, LPL Registered Administrative Associate

Larry graduated from UC Berkeley in 2011 with a B.A. in Economics and has over 7 years of financial services experience. Previously, he was a Registered Client Service Associate at both Credit Suisse and Morgan Stanley where he focused on providing the white glove treatment while taking lead in the entire operations for dedicated wealth management teams. At Credit Suisse he was also responsible for all 10b5-1 plans administered through APAC and the distribution of syndicate deals.

He is a Relationship Manager dedicated to Laila Pence and her team within the Newport Beach office. On the weekends one will commonly find him hiking with the love of his life, his 7-year old pup, Spot-acus. His favorite hobbies outside of helping others are paintballing and backpacking.

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