Larry Weatherford, financial advisor Summerville SC

Larry Weatherford

CRD Number: 1076191
Current Firm: Eagle Strategies LLC

Larry Weatherford (CRD# 1076191) is an Investment Advisor Representative working at Eagle Strategies LLC in Summerville, SC and has over 39 years of experience in the finance industry. Larry Weatherford has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Eagle Strategies LLC Charleston, SC Oct 2008 - Current 15
Waetherford Financial Group Summerville, SC Aug 2005 - Current 18
Nylife Securities Inc. Charleston, SC Jul 1982 - Current 41
New York Life Ins Co New York, NY Apr 1979 - Current 45
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1984
S65 NASAA Investment Advisors Law Examination Dec 1998
Contact Info for Larry P. Weatherford
Phone Number: (888) 695-3245
Registered State(s):
  • SC
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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