Douglas Frazier receives 2023 Director's Club Award from LPL Newport Beach, CA — [Nov. 3, 2023] – Douglas Frazier an independent LPL Financial advisor at Pence Wealth Management in Newport Beach, today announced his inclusion in LPL’s Director’s Club. With more than 21,000 LPL-affiliated advisors nationwide, LPL awards this distinction to select advisors based upon their business success*. “On behalf of LPL, I’m thrilled to congratulate Douglas Frazier,” said “It is an honor to support Douglas first name with the technological infrastructure, integrated products and differentiated services that help advisors run a thriving practice. We wish Douglas and his entire [...]
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An Egyptian Immigrant And ‘Tax Whisperer’ Who Built A $1.7 Billion Firm Read Full Article The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Laila Pence is a registered representative 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. Pence Wealth Management (“PWM”) is a financial services practice within LPL Financial LLC (“LPL Financial”) comprised of multiple financial [...]
Pence Wealth Management Recognized in Forbes 2023 Top RIA Firms Pence Wealth Management has been named one of Forbes’ 2023 Top 100 RIA Firms in the nation1. The annual Forbes/Shook Top RIA list, names an exclusive group of advisory firms with seasoned professionals who have several decades of experience and demonstrated history of guiding clients through market upheavals. Pence Wealth Management secured #13 on Forbes' Top 100 RIA firms in the nation and was one of only two Orange County-based RIA firm to make it onto the list. With the well-being of our clients as our top priority, [...]
LAILA PENCE RECOGNIZED AS ONE OF BARRON'S 2023 TOP INDEPENDENT FINANCIAL ADVISORS We are excited to announce that Barron’s has included Laila Pence in the list of the 2023 Top 100 Independent Financial Advisors*. She is honored to receive this recognition from Barron’s – a publisher covering U.S. financial information, market developments and relevant statistics. This will be Laila’s 12th consecutive time to be included in the rankings since her first recognition in 2012*. Our team would like to thank all our clients for their support. The financial professionals at Pence Wealth Management are affiliated with LPL Financial, [...]
[Season 4 Ep.7] Market Update Podcast The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Historical performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. This information is not intended to be substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor. The economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies [...]
Daily Market Report | 07/14/2023 US FINANCIAL MARKET Treasuries Make U-Turn After Hot Economic Data: Markets Wrap - Bloomberg, 7/14/2023 Treasuries pared their weekly rally as data showed an increase in both consumer sentiment and short-term inflation expectations, helping fuel speculation that interest-rates will remain elevated. The two-year US yield, which is more sensitive to imminent Federal Reserve moves, climbed seven basis points to 4.7%. The yield on 10-year Treasuries advanced two basis points to 3.78%. The S&P 500 was little changed, with traders sifting through results from JPMorgan Chase, Wells Fargo and Citigroup. [...]
LAILA PENCE RECOGNIZED AS ONE OF BARRON'S 2023 TOP WOMEN FINANCIAL ADVISORS We are excited to announce that Barron’s has included Laila Pence in the list of 2023 America’s Top Women Financial Advisors1 . She is honored to receive this recognition from Barron’s. Laila was included in this prestigious ranking every year since 2008. Our team would like to thank all our clients for their support. The financial professionals at Pence Wealth Management are affiliated with LPL Financial, a leading2 retail investment advisory firm, independent broker-dealer and registered investment advisor (RIA) custodian, providing resources, tools and technology that [...]