Walter Lawrence, financial advisor Monroe LA

Walter Lawrence

CRD Number: 6180077
Current Firm: Eagle Strategies LLC

Walter Lawrence (CRD# 6180077) is an Investment Advisor Representative working at Eagle Strategies LLC in Monroe, LA and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Eagle Strategies LLC Monroe, LA Jun 2021 - Current 2
New York Life Insurance Co Shreveport, LA Apr 2021 - Current 3
Nylife Securities LLC Shreveport, LA Apr 2021 - Current 3
Edward Jones St Louis, MO Apr 2013 - Feb 2021 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2013
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Walter W. Lawrence
Phone Number: (888) 695-3245
Registered State(s):
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    20,358
    MILLIONS
  • Total Number of Accounts
    95,287
    ACCOUNTS
  • Average Account Value
    $213,647
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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, VT, WA, WI, WV, WY

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