Truist Advisory Services
42yrs
Top advisor by experience in Westlake
4yrs
Annie La
Financial advisor at Strategic Advisers
Based in Westlake, Texas, Annie La is a fiduciary financial advisor with 4 years of industry experience. Annie has been with Strategic Advisers since 2025; before that, Annie spent three years at Fidelity Personal and Workplace Advisors. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 522 advisors with offices in Westlake, and one of 518 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
OfficeOne Destiny Way, Westlake, TX 76262
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing 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.
Series 66Uniform Combined State Law Examination
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2022 – 2025Fidelity Personal and Workplace AdvisorsPreviously
Questions to ask Annie
Tailored to Annie’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Annie
How do I contact Annie?
Call Strategic Advisers at 617-563-7000 and ask for Annie La. Annie works from the Westlake, TX office.
How long has Annie been a financial advisor?
Annie has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Annie hold?
Series 66. Tap any license on this page to see what it allows.
Is Annie a fiduciary?
Annie is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Annie paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Annie 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.
Other advisors nearby
Strategic Advisers
41yrs
Top 1% by experience in Westlake
Strategic Advisers
40yrs
Top 1% by experience at Strategic Advisers
Strategic Advisers
35yrs
Top 1% by experience in Westlake
Strategic Advisers
33yrs
Top 1% by experience in Westlake
Meristead Wealth
32yrs
Top 1% by experience in Westlake