Lawrence Bennett, financial advisor Placentia CA
93 score

Lawrence Bennett

CRD Number: 1188780
Current Firm: Eagle Strategies LLC

Lawrence Bennett (CRD# 1188780) is an Investment Advisor Representative working at Eagle Strategies LLC in Placentia, CA and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Bennett Financial & Insurance Services Placentia, CA Oct 1999 - Current 17
Nylife Securities Inc. Brea, CA Dec 1982 - Current 34
New York Life Ins. Company Fullerton, CA Mar 1980 - Current 36
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1993
S65 NASAA Investment Advisors Law Examination Jan 1997
Contact Info for Lawrence A. Bennett
Phone Number: (888) 695-3245
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    5,154
    MILLIONS
  • Total Number of Accounts
    29,837
    ACCOUNTS
  • Average Account Value
    $172,747
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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