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Joe Kin foo Lau

Eagle Strategies LLC

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About Joe Kin foo Lau

Joe Kin foo Lau is a registered investment advisor representative with Eagle Strategies LLC. Joe is registered in Arizona, California, Missouri and Nevada. Joe holds Series 6, 63 and 65 licenses as well as the SIE license. Joe has been in the industry since 1992 and has been with Eagle Strategies LLC since 1999. Joe specializes in financial planning, portfolio management, pension consulting and educational seminars. Joe also provides investment related insurance products through outside insurance carriers.

Firm Information

Joe Lau is currently registered with Eagle Strategies LLC. Eagle Strategies LLC is an investment advisor headquartered in New York, NY. The firm provides a range of services, including financial planning, pension consulting, educational seminars, and publication of periodicals. They manage assets for individuals, high-net-worth individuals, corporations, and charitable organizations. Eagle Strategies has over 1,998 registered representatives and manages over $20 billion in assets.
Eagle Strategies LLC

1763 W. 24TH STREET

YUMA, AZ 85364

$20.36B

Assets Under Management

6,070

Total Clients

2,031

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Joe Lau’s Registration & Firm History

AZ

09/10/1999 - Present

Eagle Strategies LLC (YUMA AZ)

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Licenses & Designations

IA

Issued 3/1/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 6/1/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 6/1/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joe Kin foo Lau.
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