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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

LAILA PENCE RECOGNIZED AS ONE OF BARRON’S 2022 TOP INDEPENDENT FINANCIAL ADVISORS

2022-09-30T13:30:20-07:00

LAILA PENCE RECOGNIZED AS ONE OF BARRON'S 2022 TOP INDEPENDENT FINANCIAL ADVISORS We are excited to announce that Barron’s has included Laila Pence in the list of the 2022 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 11th 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 2022 TOP INDEPENDENT FINANCIAL ADVISORS2022-09-30T13:30:20-07:00

LAILA PENCE RANKED #50 IN FORBES 2022 AMERICA’S TOP WEALTH ADVISORS

2022-08-31T17:20:51-07:00

LAILA PENCE RANKED #50 IN FORBES 2022 AMERICA’S TOP WEALTH ADVISORS   We are excited to announce that Forbes has ranked Laila Pence #50 in the list of 2022 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 #50 IN FORBES 2022 AMERICA’S TOP WEALTH ADVISORS2022-08-31T17:20:51-07:00

LAILA PENCE RECOGNIZED AS ONE OF BARRON’S 2022 TOP WOMEN FINANCIAL ADVISORS

2022-06-30T16:03:55-07:00

LAILA PENCE RECOGNIZED AS ONE OF BARRON'S 2022 TOP WOMEN FINANCIAL ADVISORS We are excited to announce that Barron’s has included Laila Pence in the list of 2022 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 2022 TOP WOMEN FINANCIAL ADVISORS2022-06-30T16:03:55-07:00

LAILA PENCE RECOGNIZED IN FORBES AS A 2022 BEST-IN-STATE WEALTH ADVISOR

2022-04-12T13:52:53-07:00

LAILA PENCE RECOGNIZED IN FORBES AS A 2022 BEST-IN-STATE WEALTH ADVISOR We are pleased to share with you that Laila Pence, President of Pence Wealth Management, have been named to Forbes’ 2022 Best-In-State Wealth Advisors list. 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 clients, for putting your trust in her and choosing her as your wealth advisor. For background, Forbes looks at more than just [...]

LAILA PENCE RECOGNIZED IN FORBES AS A 2022 BEST-IN-STATE WEALTH ADVISOR2022-04-12T13:52:53-07:00

BARRON’S RECOGNIZES LAILA PENCE AS ONE OF 2022 AMERICA’S TOP 1200 FINANCIAL ADVISORS

2022-03-17T13:45:55-07:00

BARRON’S RECOGNIZES LAILA PENCE AS ONE OF 2022 AMERICA’S TOP 1200 FINANCIAL ADVISORS   We are excited to announce that Barron’s has included Laila Pence in the list of 2022 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 2022 AMERICA’S TOP 1200 FINANCIAL ADVISORS2022-03-17T13:45:55-07:00

FORBES/SHOOK RECOGNIZES LAILA PENCE AS #5 OF 2022 AMERICA’S TOP WOMAN WEALTH ADVISORS IN THE NATION AND #1 BEST-IN-STATE SOUTHERN CALIFORNIA

2022-03-15T15:38:21-07:00

FORBES/SHOOK RECOGNIZES LAILA PENCE AS #5 OF 2022 AMERICA’S TOP WOMAN WEALTH ADVISORS IN THE NATION AND #1 BEST-IN-STATE SOUTHERN CALIFORNIA   We are excited to announce that Forbes has included Laila Pence in the list of 2022 America’s Top Women Wealth Advisors for both National1 and Best-In-State Southern California2. She is honored to receive both recognitions from Forbes. This will be Laila’s 6th 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 [...]

FORBES/SHOOK RECOGNIZES LAILA PENCE AS #5 OF 2022 AMERICA’S TOP WOMAN WEALTH ADVISORS IN THE NATION AND #1 BEST-IN-STATE SOUTHERN CALIFORNIA2022-03-15T15:38:21-07:00

Douglas Frazier RECOGNIZED AS ONE OF LPL FINANCIAL’S TOP FINANCIAL ADVISORS

2021-12-09T11:54:56-08:00

Douglas Frazier RECOGNIZED AS ONE OF LPL FINANCIAL'S TOP FINANCIAL ADVISORS Newport Beach, CA — November 18, 2021 – 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 17,000 LPL-affiliated advisors nationwide, LPL awards this distinction to select advisors based on their business success*. “On behalf of LPL, I congratulate Douglas on reaching this milestone in their professional career,” said Angela Xavier, LPL executive vice president, Independent Advisor Services.  “Business owners, American investors and industries at large faced extraordinary challenges throughout 2020. [...]

Douglas Frazier RECOGNIZED AS ONE OF LPL FINANCIAL’S TOP FINANCIAL ADVISORS2021-12-09T11:54:56-08:00

Working Wardrobes hosts record-breaking Annual Gala

2021-10-22T14:08:22-07:00

Working Wardrobes hosts record-breaking Annual Gala Read Full Article 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 sophisticated 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. Pence Wealth Management, Inc. is an investment adviser registered with the [...]

Working Wardrobes hosts record-breaking Annual Gala2021-10-22T14:08:22-07:00

LAILA PENCE RECOGNIZED AS ONE OF BARRON’S 2021 TOP 100 INDEPENDENT FINANCIAL ADVISORS

2021-09-23T16:32:01-07:00

LAILA PENCE RECOGNIZED AS ONE OF BARRON'S 2021 TOP 100 INDEPENDENT FINANCIAL ADVISORS We are excited to announce that Barron’s has included Laila Pence in the list of the 2021 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 10th consecutive time to be included in the rankings since her first recognition in 2012*. Laila is exclusively the only advisor based in Orange County, CA named in this year’s ranking. Our team would like to thank all [...]

LAILA PENCE RECOGNIZED AS ONE OF BARRON’S 2021 TOP 100 INDEPENDENT FINANCIAL ADVISORS2021-09-23T16:32:01-07:00