Walter Lawrence
Walter Lawrence is a registered investment advisor at Eagle Strategies LLC, based in Monroe, LA, with 12 years of industry experience. Walter 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
300 Washington St, Suite 300, Monroe, LA, 71201
Get directionsHistory
Regulatory History (1)
Regulatory
May 2007Other Business ActivitiesSells Insurance
Walter owns rental property, is an officer in the Knights of Columbus and Rotary Club, serves on the Ouachita Parish Broadband Advisory Committee, and is a poll worker. He also brokers non-registered insurance products and is a board member of Delta Facilities Corporation.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations5 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.