Press Release

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

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

LAILA PENCE RECOGNIZED AS ONE OF BARRON’S 2023 TOP INDEPENDENT FINANCIAL ADVISORS

2023-09-19T14:45:01-07:00

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, [...]

LAILA PENCE RECOGNIZED AS ONE OF BARRON’S 2023 TOP INDEPENDENT FINANCIAL ADVISORS2023-09-19T14:45:01-07:00

LAILA PENCE RECOGNIZED AS ONE OF BARRON’S 2023 TOP WOMEN FINANCIAL ADVISORS

2023-06-29T09:34:03-07:00

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 [...]

LAILA PENCE RECOGNIZED AS ONE OF BARRON’S 2023 TOP WOMEN FINANCIAL ADVISORS2023-06-29T09:34:03-07:00

LAILA PENCE RECOGNIZED IN FORBES AS A 2023 BEST-IN-STATE WEALTH ADVISOR

2023-05-01T11:05:53-07:00

LAILA PENCE - FORBES 2023 BEST-IN-STATE WEALTH ADVISOR RANKED #1 IN SOUTHERN CALIFORNIA We are pleased to share with you that Laila Pence, President of Pence Wealth Management, has been named to Forbes’ 2023 Best-In-State Wealth Advisors list.1 This will be Laila’s 6th consecutive time to be ranked #1 in America’s Top Wealth Advisors Best-In-State (Southern California) since 2018. This national recognition is extremely exciting and humbling, and it’s a reflection of the entire Pence Wealth Management teams’ effort and success over this past year. Laila would also like to express her appreciation to all of you, her valued [...]

LAILA PENCE RECOGNIZED IN FORBES AS A 2023 BEST-IN-STATE WEALTH ADVISOR2023-05-01T11:05:53-07:00

LAILA PENCE RANKED IN FORBES 2023 AMERICA’S TOP WEALTH ADVISORS

2023-05-02T07:58:29-07:00

FORBES/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 ranked Laila Pence in the list of 2023 America’s Top Wealth Advisors1 . She is honored to receive this recognition from Forbes. Laila was included in this prestigious ranking every year since 2018. 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 [...]

LAILA PENCE RANKED IN FORBES 2023 AMERICA’S TOP WEALTH ADVISORS2023-05-02T07:58:29-07:00

BARRON’S RECOGNIZES LAILA PENCE AS ONE OF 2023 AMERICA’S TOP 1200 FINANCIAL ADVISORS

2023-03-24T14:20:51-07:00

BARRON’S RECOGNIZES LAILA PENCE AS ONE OF 2023 AMERICA’S TOP 1200 FINANCIAL ADVISORS We are excited to announce that Barron’s has included Laila Pence in the list of 2023 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 that [...]

BARRON’S RECOGNIZES LAILA PENCE AS ONE OF 2023 AMERICA’S TOP 1200 FINANCIAL ADVISORS2023-03-24T14:20:51-07:00

LAILA PENCE RECOGNIZED BY FORBES AS A 2023 TOP WOMEN WEALTH ADVISOR

2023-02-09T12:08:57-08:00

FORBES/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 [...]

LAILA PENCE RECOGNIZED BY FORBES AS A 2023 TOP WOMEN WEALTH ADVISOR2023-02-09T12:08:57-08:00

LAILA PENCE RECOGNIZED BY FORBES AS A 2023 TOP BEST-IN-STATE WOMEN WEALTH ADVISOR IN SOUTHERN CALIFORNIA

2023-05-02T07:44:04-07:00

FORBES/SHOOK RECOGNIZES LAILA PENCE AS #1 OF 2023 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 2023 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 2nd 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 2023 TOP BEST-IN-STATE WOMEN WEALTH ADVISOR IN SOUTHERN CALIFORNIA2023-05-02T07:44:04-07:00

Douglas Frazier Receives Director’s Club Award from LPL

2022-10-28T09:22:52-07:00

Douglas 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 [...]

Douglas Frazier Receives Director’s Club Award from LPL2022-10-28T09:22:52-07:00