Eagle Strategies LLC
About this Advisor
Joe Lau is a financial advisor operating out of Yuma, Arizona, who has been in the advisory business for 31 years. Lau is an advisor for Eagle Strategies LLC. During their career, Lau has held roles at Nylife Securities Inc and New York Life Ins. Co. Lau maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to work in Arizona. Eagle Strategies LLC is a registered investment company that has its headquarters in Yuma, Arizona. The firm has offices in 732 locations and a total of 2,030 financial advisors. It handles $11 billion in assets under management among its 59,118 accounts, placing it among the biggest firms in the United States by assets under management. The firm advises 91 charitable organizations. Of its 59,118 client accounts, 21% are held by high-net-worth investors who have at least $1 million in assets available to invest. Eagle Strategies LLC has a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors vary depending on which services the firm provides the client. Fees charged by Eagle Strategies LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Eagle Strategies LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Joe Lau Work History
Joe has 31 years of experience.
Nylife Securities Inc
New York Life Ins. Co
Joe Lau has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Eagle Strategies LLC
Grand Rapids, MI
San Diego, CA
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.