Laila Marshall-Pence
Laila Marshall-Pence is a CFP-designated registered investment advisor at Pence Capital Management, LLC, based in Torrance, CA, with 45 years of industry experience. Laila operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 9 clients with $1.7B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
990 W. 190th St Ste 500, Torrance, CA, 90502
Get directionsHistory
Regulatory History (4)
Customer Dispute
April 2017Customer Dispute
November 2015Customer Dispute
May 2004Customer Dispute
March 2003Other Business ActivitiesSells Insurance
Laila sells non-variable insurance since 2002 and is the President of Pence Wealth Management. She is also involved in various real estate rental and management activities, including Pence Real Estate and Pendragon Development Corp.
Employment History
Current Registrations
Pence Capital Management, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Pence Wealth Management, INC.
Linsco Financial Group, INC.Broker
Financial Network Investment CorporationBroker
Travelers Equities Sales, INC.Broker
University Securities CorporationBroker
State Registrations46 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.