Laila Pence Recognized in Forbes Top 200 Women Advisors
Luis Silva2020-06-08T14:35:14-07:00Laila Pence Recognized in Forbes Top 200 Women Advisors Newport Beach, CA — May, 2018 – Laila Pence of Pence Wealth Management in Newport Beach California was recently named by Forbes, a leading financial publication, in their Top 200 Women Advisors. Pence was recognized as the No. 6 advisor in America. Pence Wealth Management is supported by LPL Financial, the nation’s largest independent broker-dealer. The Forbes Top 200 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 [...]
LAILA PENCE NAMED BY BARRON’S IN THE TOP 1200 FINANCIAL ADVISORS
Luis Silva2020-06-08T14:44:55-07:00Ranked # 33 in California by Barron’s Magazine in their 2018 Top 1200 Financial Advisors Newport Beach, CA — March, 2018 – Laila Pence of Pence Wealth Management in Newport Beach, CA, was named among the “Top 1200 Financial Advisors” by Barron’s, a leading financial magazine. Laila was ranked #33 in California. 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 1996-2017, based on total revenue. ** The Barron’s list, organized by state, is based on quantitative and qualitative data provided by more than 4,000 of the nation’s most accomplished advisors. Barron’s analysis [...]
Forbes 2018 BEST-IN-STATE Wealth Advisors | Ranked #10 in Southern California
Luis Silva2020-05-18T14:19:32-07:00
Pence Perspective | Tax Reform
Luis Silva2020-05-27T10:41:41-07:00Pence Perspective | Tax Reform Bottom Line Up Front The U.S. stock market has been mostly smooth sailing and major stock indices are positive for the year.[1] Meanwhile, we have had the lowest daily decline (the smallest maximum drawdown) in the history of the S&P 500 index.[2] There are several reasons why the markets are up and volatility is low. First, in the third quarter of this year, corporate profits reached an all-time high. The most obvious explanation for rising corporate profits is that the U.S. economy is well into a long, slow, and steady recovery. Second, less [...]
BARRON’S RANKS FOUR LPL FINANCIAL ADVISORS AMONG TOP 100 INDEPENDENT ADVISORS IN THE COUNTRY
Luis Silva2020-06-08T14:51:18-07:00BARRON’S RANKS FOUR LPL FINANCIAL ADVISORS AMONG TOP 100 INDEPENDENT ADVISORS IN THE COUNTRY LPL Financial is proud to announce that four LPL advisors were ranked among the Top 100 Independent Financial Advisors in America by Barron’s, a leading financial magazine. The annual list highlights the nation’s top 100 independent financial advisors based on data including assets under management, revenue generated for the firm and the overall quality of the advisor’s practice. LPL advisors recognized on the list include: Robert Fragasso, Fragasso Financial Advisors, Pittsburgh, Penn. Susan Kaplan, Kaplan Financial Services, Newton, Mass. Laila Pence, Pence Wealth Management, Newport Beach, Calif. Charles Zhang, Zhang Financial, Portage, Michigan. “On behalf of [...]
