FORBES/SHOOK RECOGNIZES LAILA PENCE AS #1 OF 2024 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 2024 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 3rd 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, a leading2 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.
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.
1Top Women Wealth Advisors Best-in-State (2022-2024): The Forbes ranking of America’s Top Women Wealth Advisors and Top Women Wealth Advisors Best-In-State, 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 Wealth Advisors list.
2Top 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)
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, Inc. (“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. PWM 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. As of 03/31/ 2024, the total assets serviced by PWM through LPL Financial consist of over $1.83 billion in advisory and $166.6 million in brokerage assets.
PWM and LPL Financial are separate entities.
