Lawrence Alan Bennett

Employer firm

Eagle Strategies LLC CRD 110826

$32.0B regulatory AUM 6,662 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/1980 → Present
  New York Life Ins. Co.
  Fullerton, CA
• 12/1982 → Present
  Nylife Securities Inc.
  Brea, CA
• 10/1999 → Present
  Bennett Financial & Insurance Services
  Placentia, CA
• 06/2022 → Present
  Eagle Strategies Llc
  Placentia, CA

Other Businesses

[INSURANCE BROKERING; APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; START DATE 10/1999 THROUGH BENNETT FINANCIAL & INSURANCE SERVICES] [BOY SCOUTS; VOLUNTEER; NON INVESTMENT RELATED; START DATE 09/2008] [Tara's Chance Finance Committee; advisory committee that makes recommendations to the Board; 219 Claire Ave, Fullerton, CA 92835; Start Date 01/2024; Role/Title: Volunteer; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours; We look at budgets, cash flow and cash reserves and make recommendations for the Board's consideration and decisions][Kiwanis Club of Fullerton ; elected President Lead the Club at our Monthly Club and board meetings; 386 w Truslow Ave Fullerton, CA; Start Date 10/2025; Role/Title: Officer; Not Investment Related; 10 hours per month; 5 hours per month during securities trading hours]

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-01-07
• S63 Uniform Securities Agent State Law Examination
  1993-08-04