Lawrence Bennett (CRD# 1188780) is an Investment Advisor Representative working at Eagle Strategies LLC in Placentia, CA and has over 30 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 5781614
Awm Capital, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eagle Strategies LLC | Placentia, CA | Jun 2022 - Current | 1 |
| Bennett Financial & Insurance Services | Placentia, CA | Oct 1999 - Current | 24 |
| Nylife Securities Inc. | Brea, CA | Dec 1982 - Current | 41 |
| New York Life Ins. Company | Fullerton, CA | Mar 1980 - Current | 44 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1993 |
| S65 | NASAA Investment Advisors Law Examination | Jan 1997 |
- CA
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Total Assets Under Management20,358MILLIONS
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Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- 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, VT, WA, WI, WV, WY
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