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Wayne Rector

23 Years of Experience
Saint Louis, MO
2 DisclosuresBrokerSells Insurance

Wayne Rector is a registered investment advisor at Eagle Strategies LLC, based in Saint Louis, MO, with 23 years of industry experience. Wayne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 111,361 clients with $25B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2404 advisors
Number of Clients
111,361 clients
Average Client Portfolio
$228K average
Assets Under Management
$25.4B

Fee Structure

Eagle Strategies offers investment advice through several programs:

  • Co-Advisory Program: Eagle's fees range from 0% to 1.25% of your portfolio, in addition to the co-advisor's fees.
  • New York Life Premier Advisory Variable Annuity: Eagle's advisory fee ranges from 0% to 1% of the annuity's value during the accumulation phase. This fee does not apply during the annuitization phase.
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Location

4614 Macklind Ave, Saint Louis, MO, 63109

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History

Regulatory History (2)
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Customer Dispute
October 2022
Settled
Customer Dispute
April 2012
Settled
Other Business ActivitiesSells Insurance

Wayne owns Rector Holdings LLC, a rental property, and spends a few hours per week on maintenance and rent collection. He also owns an insurance brokerage and operates under the DBA name of Captifi Wealth Solutions LLC to sell New York Life products and broker non-registered insurance products.

Employment History
Current Registrations
Eagle Strategies LLC
August 2006 - Present · 19 yrs 11 mos
Nylife Securities LLCBroker
October 2002 - Present · 23 yrs 9 mos
State Registrations23 states
ARCACODCFLIAILKSKYLAMAMOMSNCNVNYOKPASCSDTXVAVT
AdvisorBrokerBoth

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.