LAILA PENCE RECOGNIZED BY FORBES AS A 2023 TOP WOMEN WEALTH ADVISOR
Pence Wealth2023-02-09T12:08:57-08:00FORBES/SHOOK RECOGNIZES LAILA PENCE AS #5 OF 2023 AMERICA’S TOP WOMAN WEALTH ADVISORS IN THE NATION We are excited to announce that Forbes has included Laila Pence in the list of 2023 America’s Top Women Wealth Advisors. She is honored to receive the recognition from Forbes. This will be Laila’s 7th consecutive time to be included in the rankings of America’s Top Women Wealth Advisors since her first recognition in 20171. 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 leading3 retail investment advisory firm, independent [...]
Douglas Frazier Receives Director’s Club Award from LPL
Pence Wealth2022-10-28T09:22:52-07:00Douglas Frazier receives Director's Club Award from LPL We are excited to announce that Douglas Frazier, an independent LPL Financial advisor at Pence Wealth Management in Newport Beach, announced his inclusion in LPL’s Director’s Club. With more than 19,000 LPL-affiliated advisors nationwide, LPL awards this distinction to select advisors based on their business success*. “I congratulate Douglas Frazier on behalf of LPL,” said Angela Xavier, LPL executive vice president, Independent Advisor Services. “We are inspired by his dedication to clients and strong commitment to helping them work toward their financial goals. It is an honor to support Douglas Frazier with [...]
Laila Pence talks Outlooks and Earnings on Bloomberg Radio (10/25/2022)
Pence Wealth2022-10-28T09:22:42-07:00Laila Pence talks Outlooks and Earnings on Bloomberg Radio: (10/25/2022) Laila Pence, President at Pence Wealth Management, discusses the latest on the markets. She spoke with host Doug Krizner and Paul Allen on Bloomberg Radio. (Source: Bloomberg) October 25, 2022 CLICK HERE TO LISTEN Pence Wealth Management, Inc. (“PWM”) is a financial services practice within LPL Financial LLC (“LPL Financial”) comprised of multiple financial professionals that provide a series of services including personal investment advisory, third party managed advisory and brokerage services. PWM is an investment adviser registered with the State of California to provide financial planning services. [...]
Laila Pence gives a Market Update on Bloomberg TV (10/24/2022)
Pence Wealth2022-10-28T09:22:33-07:00Laila Pence give a Market Update on Bloomberg TV Laila Pence, President of Pence Wealth Management, discusses her outlook for markets and investment strategy. She speaks with Shery Ahn and Haidi Stroud-Watts on "Bloomberg Daybreak: Australia". (Source: Bloomberg) 10/24/2022 Disclosure: Pence Wealth Management, Inc. (“PWM”) is a financial services practice within LPL Financial LLC (“LPL Financial”) comprised of multiple financial professionals that provide a series of services including personal investment advisory, third party managed advisory and brokerage services. PWM is an investment adviser registered with the State of California to provide financial planning services. The financial [...]
Dryden Pence on Bloomberg Radio (10/21/2022)
Pence Wealth2022-10-28T09:22:24-07:00Dryden Pence on Bloomberg Radio (10/21/2022) Dryden Pence, Chief Investment Officer of Pence Wealth Management, discusses the latest on the markets. He spoke with host Paul Sweeney and Matt Miller. October 21, 2022 Click Here to Listen Disclosure: Pence Wealth Management, Inc. (“PWM”) is a financial services practice within LPL Financial LLC (“LPL Financial”) comprised of multiple financial professionals that provide a series of services including personal investment advisory, third party managed advisory and brokerage services. PWM is an investment adviser registered with the State of California to provide financial planning services. The financial professionals affiliated [...]
Laila Pence Ranked #12 By Barron’s as their 2019 Top 100 Women Financial Advisors
Pence Wealth2021-02-12T11:13:08-08:00FORBES | 2020 BEST-IN-STATE WEALTH ADVISORS Newport Beach, CA — January 22, 2020 We are very excited to share that Laila Pence, President of Pence Wealth Management, was named as the #1 financial advisor in Southern California for the second year in a row by Forbes in their 2020 Best-in-State Wealth Advisors. We are honored to be recognized by Forbes, but more importantly by our clients. Laila believes our clients' "trust and support is not only humbling, but it motivates our entire team to do everything possible to serve them to the best of our ability." Thank you for your contribution to the success [...]
