Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laurence? Claim Your ProfileLaurence John Egle is an investment advisor representative who has been in the industry since 1987. Laurence is currently registered with Avantax Advisory Services. Laurence has a diverse background, having previously worked with MULTI-FINANCIAL SECURITIES CORPORATION, A. G. EDWARDS & SONS, INC., and FIRST INVESTORS CORPORATION. Laurence holds the Series 6, Series 7, Series 63, and Series 65 licenses. Laurence is also a board member of the Texas Music Museum and Eagle Harbor Financial.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
TX
04/06/2006 - Present
Avantax Advisory Services (ROUND ROCK TX)
CO
03/19/1998 - 09/21/1998
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
MO
03/17/1986 - 05/02/1996
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NA
07/11/1984 - 02/14/1985
FIRST INVESTORS CORPORATION
IA
Issued 03/20/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/09/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
BC
Issued 07/10/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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