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 how much wealth we have been entrusted with to manage. They also conduct interviews and look at industry experience and our approach to working with clients, among other qualitative criteria*. We are dedicated to providing the most seamless and personalized experience to our clients, and this achievement acknowledges that commitment.
We welcome 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.
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.
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings.
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. Forbes/Shook Research, Pence Wealth Management and LPL Financial are separate entities.
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 offer securities and investment advisory services through LPL Financial, member FINRA/SIPC and a registered investment adviser. As of 12/31/2021, the total assets serviced by PWM through LPL Financial consist of over $1.95 billion in advisory and $383 million in brokerage assets.
