Forbes

LAILA PENCE RECOGNIZED IN FORBES AS A 2022 BEST-IN-STATE WEALTH ADVISOR

2022-04-12T13:52:53-07:00

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 [...]

LAILA PENCE RECOGNIZED IN FORBES AS A 2022 BEST-IN-STATE WEALTH ADVISOR2022-04-12T13:52:53-07:00

War Stories: What Top Financial Advisors Are Advising Clients About Ukraine

2022-03-09T11:17:00-08:00

War Stories: What Top Financial Advisors Are Advising Clients About Ukraine Read Full Article 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 [...]

War Stories: What Top Financial Advisors Are Advising Clients About Ukraine2022-03-09T11:17:00-08:00

FORBES/SHOOK RECOGNIZES LAILA PENCE AS #5 OF 2022 AMERICA’S TOP WOMAN WEALTH ADVISORS IN THE NATION AND #1 BEST-IN-STATE SOUTHERN CALIFORNIA

2022-03-15T15:38:21-07:00

FORBES/SHOOK RECOGNIZES LAILA PENCE AS #5 OF 2022 AMERICA’S TOP WOMAN WEALTH ADVISORS IN THE NATION AND #1 BEST-IN-STATE SOUTHERN CALIFORNIA   We are excited to announce that Forbes has included Laila Pence in the list of 2022 America’s Top Women Wealth Advisors for both National1 and Best-In-State Southern California2. She is honored to receive both recognitions from Forbes. This will be Laila’s 6th consecutive time to be included in the rankings of America’s Top Women Wealth Advisors since her first recognition in 20171. Our team would like to thank all our clients for their support. The financial professionals at [...]

FORBES/SHOOK RECOGNIZES LAILA PENCE AS #5 OF 2022 AMERICA’S TOP WOMAN WEALTH ADVISORS IN THE NATION AND #1 BEST-IN-STATE SOUTHERN CALIFORNIA2022-03-15T15:38:21-07:00

Douglas Frazier RECOGNIZED AS ONE OF LPL FINANCIAL’S TOP FINANCIAL ADVISORS

2021-12-09T11:54:56-08:00

Douglas Frazier RECOGNIZED AS ONE OF LPL FINANCIAL'S TOP FINANCIAL ADVISORS Newport Beach, CA — November 18, 2021 – Douglas Frazier, an independent LPL Financial advisor at Pence Wealth Management in Newport Beach, today announced his inclusion in LPL’s Director’s Club. With more than 17,000 LPL-affiliated advisors nationwide, LPL awards this distinction to select advisors based on their business success*. “On behalf of LPL, I congratulate Douglas on reaching this milestone in their professional career,” said Angela Xavier, LPL executive vice president, Independent Advisor Services.  “Business owners, American investors and industries at large faced extraordinary challenges throughout 2020. [...]

Douglas Frazier RECOGNIZED AS ONE OF LPL FINANCIAL’S TOP FINANCIAL ADVISORS2021-12-09T11:54:56-08:00

The Flight To Quality Will Look Different This Time Around

2021-11-12T10:12:22-08:00

The Flight To Quality Will Look Different This Time Around Read Full Article Dryden Pence serves as chief investment officer for Pence Capital Management and runs Pence Wealth Management. He has been a contributor to The Smarter Investor since 2019. Formally trained as an economist, Dryden received a bachelor’s degree in economics from Harvard University in 1982. That same year, he was commissioned in the US Army as a military intelligence officer through the ROTC program at the Massachusetts Institute of Technology. Dryden then worked as a military intelligence officer with [...]

The Flight To Quality Will Look Different This Time Around2021-11-12T10:12:22-08:00

Laila Pence in Forbes 2021 America’s Top Wealth Advisors

2021-09-10T11:20:12-07:00

FORBES RECOGNIZES LAILA PENCE AS ONE OF AMERICA’S TOP WOMAN ADVISOR (2021) We are excited to announce that Forbes has included Laila Pence in the list of the 2021 Top Wealth Advisors*. She is honored to receive this recognition from Forbes – a publisher covering original content on finance, industry, investing and marketing topics. This will be Laila’s 6th consecutive time to be included in the rankings since her first recognition in 2016*. Our team would like to thank all our clients for their support. We invite you to share this exciting news with your family and friends, especially those [...]

Laila Pence in Forbes 2021 America’s Top Wealth Advisors2021-09-10T11:20:12-07:00

Stock Repurchases Are Increasing After A 2020 Slowdown – Here’s Why Experts Say Buybacks Will Accelerate In 2021

2021-05-24T10:04:53-07:00

Stock Repurchases Are Increasing After A 2020 Slowdown – Here’s Why Experts Say Buybacks Will Accelerate In 2021 The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All investing involves risk including loss of principal. No strategy ensures success or protects against loss. Pence Wealth Management (“PWM”) is a sophisticated 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 [...]

Stock Repurchases Are Increasing After A 2020 Slowdown – Here’s Why Experts Say Buybacks Will Accelerate In 20212021-05-24T10:04:53-07:00