Unclaimed Profile

William Lawrence Mccollum

EAGLE FINANCIAL MANAGEMENT SERVICES, LLC·SHREVEPORT, Louisiana

Series 6, Series 7, Series 31, Series 66Clean record21 years registeredEAGLE FINANCIAL MANAGEMENT SERVICES, LLC

400 TRAVIS ST., SHREVEPORT, LA 71101CRD# 4415276Firm CRD# 138858

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William Lawrence Mccollum · SHREVEPORT, LA

Registration

CRD #4415276 · EAGLE FINANCIAL MANAGEMENT SERVICES, LLC · 21 years registered

Brand Profile

Not yet started

Career History

WINGO ASSET MANAGEMENT, LLC

Aug 2025 – present

RFG ADVISORY, LLC

Sep 2024 – Aug 2025

SHREVEPORT, LA

WEALTHCARE ADVISORY PARTNERS LLC

May 2022 – Sep 2024

Shreveport, LA

EAGLE FINANCIAL MANAGEMENT SERVICES, LLC

Jun 2007 – Jul 2022

SHREVEPORT, LA

MORGAN STANLEY

Aug 2005 – Jan 2007

SHREVEPORT, LA

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 31

Series 66

Registration record

First registered · August 5, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EAGLE FINANCIAL MANAGEMENT SERVICES, LLC

CRD 138858 · SEC 801-65727

AUM

$72M

Regulatory assets under management

Employees

492 client accounts

Services offered by EAGLE FINANCIAL MANAGEMENT SERVICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at EAGLE FINANCIAL MANAGEMENT SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does William Lawrence Mccollum offer?

William Lawrence Mccollum specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SHREVEPORT, Louisiana for a consultation.

What are William Lawrence Mccollum's credentials?

William Lawrence Mccollum is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Lawrence Mccollum located?

William Lawrence Mccollum is based in SHREVEPORT, Louisiana, working with EAGLE FINANCIAL MANAGEMENT SERVICES, LLC. Their office serves clients in the SHREVEPORT metropolitan area and surrounding communities.

How does William Lawrence Mccollum charge for services?

William Lawrence Mccollum's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EAGLE FINANCIAL MANAGEMENT SERVICES, LLC?

EAGLE FINANCIAL MANAGEMENT SERVICES, LLC has approximately 3 employees and manages $72M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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