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 robust resources, integrated capabilities and differentiated service experiences designed to help him run a thriving practice. We wish Douglas Frazier and his entire team continued success as they create meaningful impact in the lives of their clients in the years ahead success as they continue to add value for clients and in their business in the years ahead.”
Douglas Frazier is affiliated with LPL Financial, a leading wealth management firm. LPL provides the resources, tools and technology that support advisors in their work to enrich their clients’ financial lives.
We invite you to share this exciting news with your family and friends, especially those interested in seeking wealth management services from an experienced advisor. The greatest honor that we can receive is your endorsement.
We look forward to our continued collaborative efforts in planning for your future and, as always, we are available to discuss any opportunities, concerns or changes to your financial plans.
Thank you for your continued business and trust.
Pence Wealth Management is a firm dedicated to providing quality comprehensive financial management to individual investors. The financial planning consultants at Pence Wealth Management provide access to this wide selection of opportunities because we believe better service is found in deeper relationships. Douglas Frazier CA Insurance Lic# 0C26774. © 2022
Disclosure:
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader** in the markets we serve, supporting more than 19,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.
** Top RIA custodian (Cerulli Associates, 2019 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine June 1996-2022); No. 1 provider of third-party brokerage services to banks and credit unions (2019-2020 Kehrer Bielan Research & Consulting Annual TPM Report)
Pence Wealth Management (“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. Pence Wealth Management, Inc. is an investment adviser registered with the State of California to provide financial planning services. The financial professionals affiliated with PWM are registered with and securities and investment advisory services offered through LPL Financial, member FINRA/SIPC and a registered investment adviser.
LPL Financial and Pence Wealth Management are all separate entities.
*Achievement is based on annual production among LPL Advisors only.
