Merrill
44yrs
Top advisor by experience in Lafayette
26yrs
Based in Lafayette, Louisiana, David Eddy is a fiduciary financial advisor with 26 years of industry experience. David has been with Merrill since 2003; before that, David spent two years at Prudential Equity Group. Merrill offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.
One of 346 advisors with offices in Lafayette, and one of 308 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?Top 23% by experience in Lafayette
Office900 S College Rd, Lafayette, LA 70503
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2003 – nowMerrillCurrent firm
- 2001 – 2003Prudential Equity Group, LLCPreviously
Contact David
Local office(337) 237-1510Ask for David. (800) 637-7455Main office · New York, NY 900 S College RdLafayette, LA 70503Office · Get directions
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Questions to ask David
Tailored to David’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About David
How do I contact David?
Call David’s local office at (337) 237-1510 or the Merrill main office at (800) 637-7455, and ask for David Eddy.
How long has David been a financial advisor?
David has been in the industry since 2000, about 26 years. Top 23% by experience in Lafayette.
What licenses does David hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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