LAILA PENCE RECOGNIZED IN BARRON’S 2021 TOP 1200 FINANCIAL ADVISORS
[Newport Beach, CA] — [March 19, 2021] – Laila Pence an independent LPL Financial advisor in Newport Beach has been recognized as one of the 2021 Top 1,200 Financial Advisors in America, as ranked by Barron’s.
The Barron’s special report highlights outstanding financial advisors from all 50 states, plus the District of Columbia, based on factors including the quality of the advisors’ practices and community involvement*. Approximately 4,000 of the nation’s most productive financial advisors provided data for the annual report. The 2021 ranking names the top advisors in each state, with the number of ranking spots distributed in proportion to state population and wealth. Read the full report here.
“On behalf of LPL, we congratulate Laila Pence and her entire team on this esteemed industry recognition,” said Angela Xavier, LPL executive vice president, Independent Advisor Services. “This award shines a light on Laila commitment to delivering personalized financial advice to help clients work toward their financial goals. As a top advisor in CA, Laila is a source of strength and stability for clients, delivering exemplary wealth management services in even the toughest of times. This past year has been unprecedented and Laila has continued to elevate her business and demonstrate the value of the independent model in creating meaningful and long-lasting relationships. We are honored to be Laila’s partner and are committed to providing robust resources and innovative capabilities that allow Laila to thrive.”
Laila provides a full range of financial services, including retirement and financial planning, individual money management, individual stocks and bonds, mutual funds, annuities and more.
LPL is 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)
*Barron’s Top 1,200 Advisors is based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn’t an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities.
The opinions expressed are for general information purposes only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making any decision.
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. Barron’s Magazine, Pence Wealth Management and LPL Financial are separate entities.