FORBES RECOGNIZES LAILA PENCE AS A TOP WOMAN WEALTH ADVISOR
[Newport Beach, CA] — [March, 25, 2021] – Laila Pence a financial advisor at Pence Wealth Management in Newport Beach, CA has been named one of the 2021 Top Women Wealth Advisors in the nation, according to a list recently published by Forbes
The Forbes special report highlights top-performing women wealth management professionals across the nation and is based on insights from SHOOK Research, which compiles quantitative and qualitative criteria. According to Forbes, the women honored on the list have at least seven years’ experience, and were chosen based on industry experience, in-person interviews, compliance records and assets under management*. Read the full list here.
“This is a prestigious list of highly successful women advisors, and I am pleased to congratulate Laila on behalf of the entire LPL family,” said Angela Xavier, LPL executive vice president, Independent Advisor Services. “Laila demonstrates a strong commitment to clients, providing meaningful insights and hands-on service as she helps them work toward their financial goals and dreams. This past year has been unprecedented, with market volatility and so many other uncertainties, but Laila found ways to elevate her business and thrive. We thank her for demonstrating the value of LPL’s independent platform to help women reach their full potential in our industry, and for being a wonderful role model to future generations. At LPL, we are committed to providing robust resources, integrated capabilities and differentiated service experiences to support Laila’s business, and we wish her continued success.”
Laila has 35 years’ experience in the financial service industry and a full range of financial services, including retirement and financial planning, individual money management, individual stocks and bonds, mutual funds, annuities and more.
Laila Pence is financial advisor affiliated with LPL Financial, a leading** retail investment advisory firm, independent broker-dealer and registered investment advisor (RIA) custodian, providing resources, tools and technology that support advisors in their work to enrich their clients’ financial lives.
About LPL Financial
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 17,000 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 objective 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 1996-2020); No. 1 provider of third-party brokerage services to banks and credit unions (2019-2020 Kehrer Bielan Research & Consulting Annual TPM Report)
*The Forbes ranking of America’s Top Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through in-person interviews. This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. Neither LPL Financial nor the advisors pay a fee to Forbes in exchange for inclusion in the Top Women Wealth Advisors list.
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 services are offered through Pence Wealth Management.
LPL Financial, Forbes, SHOOK Research and Pence Wealth Management are all separate entities.