Robert EddyCRD Number: 1196531
Current Firm: Prudential Financial Planning Services
Robert Eddy (CRD# 1196531) is an Investment Advisor Representative working at Prudential Financial Planning Services in Lafayette, LA and has over 29 years of experience in the finance industry.
Msi Financial Services, Inc.
Eagle Strategies LLC
1st Global Advisors Inc.
|The Prudential Insurance Company Of America||Lafayette, LA||Aug 1982 - Current||34|
|Pruco Securities, LLC||Lafayette, LA||Aug 1982 - Current||34|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1987|
|S65||NASAA Investment Advisors Law Examination||Jun 1998|
Total Assets Under Management4,930MILLIONS
Total Number of Accounts42,153ACCOUNTS
Average Account Value$116,966
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV