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About Luis Silva

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So far Luis Silva has created 236 blog entries.

FORBES RECOGNIZES LAILA PENCE AS A 2024 TOP WEALTH ADVISOR

2024-05-24T02:13:13-07:00

FORBES RECOGNIZES LAILA PENCE AS A 2024 TOP WEALTH ADVISOR [Newport Beach, CA] — [April 5th, 2024] – Laila Pence, an independent LPL Financial advisor in Newport Beach, CA, has been recognized in this year’s list of the Forbes/SHOOK Top Wealth Advisors for her track record of success in the financial services industry. Pence, President of Pence Wealth Management was recognized as the No. 58 advisor in the nation. The annual list is compiled by Forbes with insights from SHOOK Research. Advisors are selected based on quantitative and qualitative data, and are assessed on a variety of criteria, including interviews, [...]

FORBES RECOGNIZES LAILA PENCE AS A 2024 TOP WEALTH ADVISOR2024-05-24T02:13:13-07:00

BARRON’S RECOGNIZES LAILA PENCE AS ONE OF 2024 AMERICA’S TOP 1200 FINANCIAL ADVISORS

2024-05-24T02:19:21-07:00

BARRON’S RECOGNIZES LAILA PENCE AS ONE OF 2024 AMERICA’S TOP 1200 FINANCIAL ADVISORS We are excited to announce that Barron’s has included Laila Pence in the list of 2024 America’s Top 1200 Financial Advisors1 . She is honored to receive this recognition from Barron’s. Laila was included in this prestigious ranking every year since 2014. 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 [...]

BARRON’S RECOGNIZES LAILA PENCE AS ONE OF 2024 AMERICA’S TOP 1200 FINANCIAL ADVISORS2024-05-24T02:19:21-07:00

FORBES/SHOOK RECOGNIZES LAILA PENCE AS #5 OF 2024 AMERICA’S TOP WOMAN WEALTH ADVISORS IN THE NATION

2024-05-24T02:14:15-07:00

FORBES/SHOOK RECOGNIZES LAILA PENCE AS #5 OF 2024 AMERICA’S TOP WOMAN WEALTH ADVISORS IN THE NATION We are excited to announce that Forbes has included Laila Pence in the list of 2024 America’s Top Women Wealth Advisors. She is honored to receive both recognitions from Forbes. This will be Laila’s 8th 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 leading2 retail investment advisory firm, [...]

FORBES/SHOOK RECOGNIZES LAILA PENCE AS #5 OF 2024 AMERICA’S TOP WOMAN WEALTH ADVISORS IN THE NATION2024-05-24T02:14:15-07:00

LAILA PENCE RECOGNIZED BY FORBES AS A 2024 TOP BEST-IN-STATE WOMEN WEALTH ADVISOR IN SOUTHERN CALIFORNIA

2024-05-24T02:14:27-07:00

FORBES/SHOOK RECOGNIZES LAILA PENCE AS #1 OF 2024 AMERICA’S TOP WOMAN WEALTH ADVISORS BEST-IN-STATE (SOUTHERN CALIFORNIA) We are excited to announce that Forbes has ranked Laila Pence #1 in the list of 2024 America’s Top Women Wealth Advisors Best-In-State Southern California1. She is honored to receive both recognitions from Forbes. This will be Laila’s 3rd consecutive time to be included in the rankings of America’s Top Women Wealth Advisors Best-In-State since Forbes first released it in 2022. Our team would like to thank all our clients for their support. The financial professionals at Pence Wealth Management are affiliated with LPL Financial, [...]

LAILA PENCE RECOGNIZED BY FORBES AS A 2024 TOP BEST-IN-STATE WOMEN WEALTH ADVISOR IN SOUTHERN CALIFORNIA2024-05-24T02:14:27-07:00

Douglas Frazier Receives 2023 Director’s Club Award from LPL

2023-11-06T15:22:24-08:00

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 [...]

Douglas Frazier Receives 2023 Director’s Club Award from LPL2023-11-06T15:22:24-08:00

An Egyptian Immigrant And ‘Tax Whisperer’ Who Built A $1.7 Billion Firm

2023-10-11T14:24:39-07:00

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 [...]

An Egyptian Immigrant And ‘Tax Whisperer’ Who Built A $1.7 Billion Firm2023-10-11T14:24:39-07:00

PENCE WEALTH MANAGEMENT RECOGNIZED IN FORBES 2023 TOP RIA FIRMS

2023-10-13T12:59:59-07:00

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, [...]

PENCE WEALTH MANAGEMENT RECOGNIZED IN FORBES 2023 TOP RIA FIRMS2023-10-13T12:59:59-07:00