EP Wealth Advisors
47yrs
Top advisor by experience in Torrance
44yrs
Laila Sobhi Marshall-Pence
Financial advisor at LPL Financial
At a glance
Experience44 years (since 1982)
How that compares ?Top 1% by experience in Torrance
Office990 W. 190th St Suite 500, Torrance, CA 90502
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?2 states
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Career
- 2016 – nowPence Capital Management, LLCCurrent
- 2008 – 2023Pence Wealth Management, Inc.Previously
- 1997 – nowLPL Financial LLCCurrent firm
Questions to ask Laila
Tailored to Laila’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Laila
How do I contact Laila?
Call LPL Financial at 704-733-3300 and ask for Laila Sobhi Marshall-Pence. Laila works from the Torrance, CA office.
How long has Laila been a financial advisor?
Laila has been in the industry since 1982, about 44 years. Top 1% by experience in Torrance.
What licenses does Laila hold?
Series 63. Tap any license on this page to see what it allows.
Is Laila a fiduciary?
Laila is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Laila paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Laila for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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