Eagle Strategies LLC
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About this Advisor
William Laird is a certified financial planner who works in Pittsburgh, Pennsylvania, with 12 years of work experience. Laird is an advisor for Eagle Strategies LLC. During their career, the advisor has held roles at New York Life Insurance Company, Nylife Securities Inc and Eagle Strategies LLC. Laird maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to work in Pennsylvania. Eagle Strategies LLC is a financial advisory business that has its headquarters in Pittsburgh, Pennsylvania. The firm has offices in 791 locations and a total of 1,913 people on staff. It manages $8 billion in assets among its 41,236 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides services to 41 charities and foundations. Of its 41,236 customer accounts, 22% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The company provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial advisory services usually depend on which service is provided. Fee types charged by Eagle Strategies LLC can include any combination of 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
William Laird Work History
William has 12 years of experience.
Eagle Strategies LLC
New York Life Insurance Company
Nylife Securities Inc
William Laird has no disclosures.
Please visit their SEC profile for more details.