Barron's Ranks LPL Financial Women Advisors as Top in Nation

Last Edited by: LPL Financial

Last Updated: June 26, 2019

Barron's ranks two LPL women advisors best in nation

LPL Financial congratulates Susan Kaplan and Laila Pence on being ranked among the 2019 Top 100 Women Financial Advisors in a list published by Barron’s. Kaplan, of Kaplan Financial Services, Inc., in Newton, Mass., ranked No. 8 and Pence, of Pence Wealth Management in Newport Beach, Calif., ranked No. 12.

“This is a tremendous honor for these two remarkable women, and we congratulate Susan and Laila for this well-deserved recognition,” said Andy Kalbaugh, LPL Financial managing director and divisional president, National Sales and Consulting. “By building highly successful independent businesses, they are blazing the trail for more women to grow careers in the financial advice industry. We thank them for the contributions they have made to their clients and the industry, and we wish them continued success.”

According to Barron’s, the annual list showcases the nation’s top 100 women financial advisors in America based on data such as volume of assets overseen by the advisors and their teams, revenue generated for their firms, and the quality of their practice.

Learn how LPL supports women advisors with opportunities to connect with other women advisors and build a business without gender limits.


Related Stories:

Barron’s Top 100 Women Financial Advisors, 2018


Important Disclosures

LPL Financial and Barron’s are not affiliated.

LPL Financial and the advisor firms referenced are separate entities.