Laila Pence Ranked #4 by Forbes Magazine in their 2019 Top Women Wealth Advisors
Newport Beach, CA — May, 2019 – Laila Pence of Pence Wealth Management in Newport Beach, CA, was named among the “Top Women Wealth Advisors” by Forbes, a prominent national business magazine. Laila was ranked # 4 in the nation. 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 1996-2019, based on total revenue. **
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 seeking to provide greater comfort regarding their income and confidence regarding their wealth. The advisors of Pence Wealth Management offer comprehensive financial and advisory services and is the pioneer of Choke-Point Investing™.
The Forbes Top Women Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings.
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 $648 billion in brokerage and advisory assets as of March 31, 2019. 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 1996-2019). The Company provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and Independent research to more than 16,000 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 41,000 retirement plans with an estimated $137 billion in retirement plan assets, as of September 30, 2018. 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 3,800 employees with primary offices in Boston, Fort Mill, and San Diego. For more information, please visit www.lpl.com.
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Pence Wealth Management, LPL Financial and Forbes Magazine are not affiliated 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 separate entity.