Laurence Mccarthy
Laurence Mccarthy is a registered investment advisor at Eagle Strategies LLC, based in Munster, IN, with 12 years of industry experience. Laurence 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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.
Location
1309 Cedar Crest Drive, Munster, IN, 46321
Get directionsHistory
Regulatory History (3)
Regulatory
May 2013Criminal
March 2004Criminal
October 1996Other Business ActivitiesSells Insurance
Laurence works as an insurance broker, appointed with outside carriers to broker non-registered products through Simplicity Life and Rafferty and Associates, Inc. This activity takes about a quarter of his time, including time during securities trading hours.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations6 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.