Larry Etzweiler
Larry Etzweiler is a ChFC-designated registered investment advisor at Eagle Strategies LLC, based in Redlands, CA, with 43 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, 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
1447 Ford Street, Suite 105, Redlands, CA, 92374
Get directionsHistory
Regulatory History (4)
Customer Dispute
August 2015Criminal
January 2005Customer Dispute
December 2004Customer Dispute
September 1998Other Business ActivitiesSells Insurance
Larry is an investment advisor representative with Eagle Strategies Corp and is appointed with various outside insurance carriers. He operates under the DBA Fox Financial and Insurance Services to broker non-registered insurance products, including life, health, fixed annuities, and disability insurance, some of which are offered by New York Life.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
Eagle Strategies CORPBroker
State Registrations12 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.