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William Lawrence Mccollum

EAGLE FINANCIAL MANAGEMENT SERVICES, LLC·SHREVEPORT, Louisiana
Unclaimed Profile
400 TRAVIS ST., SHREVEPORT, LA 71101CRD# 4415276Firm CRD# 138858
01

About

William Lawrence Mccollum is a registered financial advisor based in SHREVEPORT, Louisiana, affiliated with EAGLE FINANCIAL MANAGEMENT SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
EAGLE FINANCIAL MANAGEMENT SERVICES, LLC
EAGLE FINANCIAL MANAGEMENT SERVICES, LLC
AUM
$72M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at EAGLE FINANCIAL MANAGEMENT SERVICES, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4415276
Firm CRD# 138858
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Nearby cities in Louisiana
NEW ORLEANS (156)BATON ROUGE (72)METAIRIE (53)LAFAYETTE (41)MANDEVILLE (25)
City Guides
NEW ORLEANS GuideBATON ROUGE GuideMETAIRIE GuideLAFAYETTE GuideMANDEVILLE Guide
Research
Advisor Fees in LouisianaNational Fee Analysis
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