Laurence Egle
Laurence Egle is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Round Rock, TX, with 39 years of industry experience. Laurence is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1490 Rusk Road, Suite 101, Round Rock, TX, 78665
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Laurence is a board member for the Texas Music Museum, dedicating minimal time. He also uses Eagle Harbor Financial as an operational or marketing name for HD Vest Services, dedicating no time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Multi-Financial Securities CorporationBroker
A. G. Edwards & Sons, INC.Broker
First Investors CorporationBroker
State Registrations10 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.
Exams
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