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Lawrence Eakin is an investment advisor representative with Vista Investment Management, LLC. Lawrence has been in the industry since July 2014 and holds the Series 65 license. Lawrence specializes in providing investment advice to high-net-worth individuals, corporations, and charitable organizations. Vista Investment Management, LLC is a registered investment advisor firm based in Pittsburgh, Pennsylvania. The firm offers investment management services to a variety of clients, including individuals, corporations, and charitable organizations. The firm's investment philosophy is based on a long-term, value-oriented approach.
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.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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PA
06/06/2018 - Present
Vista Investment Management, LLC (PITTSBURGH PA)
IA
Issued 06/03/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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