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Larry Eggers

25 Years of Experience
North Fort Myers, FL
Sells Insurance

Larry Eggers is a registered investment advisor at Inspire Advisors, LLC, based in North Fort Myers, FL, with 25 years of industry experience. Larry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 3,809 clients with $1B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
65 advisors
Number of Clients
3,809 clients
Average Client Portfolio
$271K average
Assets Under Management
$1.0B

Fee Structure

Inspire Advisors uses different fee schedules for investment management, and your advisor representative will help you choose the one that best fits your needs. The fees are based on a percentage of your portfolio's value. Some investments may have additional expenses, like mutual fund expense ratios, which are separate from Inspire's fees. Fees are billed monthly based on the average daily balance. The fees are negotiable, but the maximum advisory fee is 2.50% annually.

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Location

North Fort Myers, FL

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Larry is an independent licensed insurance agent since 2000, selling life insurance and annuities in multiple states. This activity is investment-related.

Employment History
Current Registrations
Inspire Advisors, LLC
December 2020 - Present · 5 yrs 7 mos
Previous Registrations
Ameriprise Financial Services, LLC.
December 2014 - November 2020 · 5 yrs 11 mos
Ameriprise Financial Services, LLCBroker
December 2014 - November 2020 · 5 yrs 11 mos
U.S. Bancorp Investments, INC.
October 2011 - December 2014 · 3 yrs 2 mos
U.S. Bancorp Investments, INC.Broker
October 2011 - December 2014 · 3 yrs 2 mos
LPL Financial LLC
December 2008 - October 2011 · 2 yrs 10 mos
LPL Financial LLCBroker
July 2006 - October 2011 · 5 yrs 3 mos
Edward JonesBroker
June 2000 - July 2006 · 6 yrs 1 mo
State Registrations2 states
FLMT
Advisor

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
No exam information available for this advisor.
Larry Eggers - Financial Advisor | TrueAdvisor