Laurel Packham, financial advisor Walnut Creek CA
93 score

Laurel Packham

CRD Number: 4455842
Current Firm: Eagle Strategies LLC

Laurel Packham (CRD# 4455842) is an Investment Advisor Representative working at Eagle Strategies LLC in Walnut Creek, CA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
New York Life Insurance Company Walnut Creek, CA Oct 2014 - Current 2
Eagle Strategies LLC San Francisco, CA May 2013 - Current 3
Nylife Securities LLC San Francisco, CA Apr 2013 - Current 3
New York Life Insurance Company San Francisco, CA Mar 2013 - Oct 2014 1
Cambridge Investment Research, Inc. Fairfield, IA Sep 2012 - Mar 2013 < 1
Cambridge Investment Research Advisors, Inc. Fairfield, IA Sep 2012 - Mar 2013 < 1
Gateway Financial San Ramon, CA Sep 2012 - Mar 2013 < 1
The Annuity Store Sacramento, CA Oct 2011 - Mar 2013 1
Questar Asset Management Minneapolis, MN Nov 2011 - Jun 2012 < 1
Questar Capital Minneapolis, MN Nov 2011 - Jun 2012 < 1
Woodbury Financial Services, Inc. San Jose, CA Oct 2006 - Nov 2011 5
Stay Home Mom West Linn, OR May 2005 - Dec 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2002
Contact Info for Laurel M. Packham
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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