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Financial ADVSR advisor directory · SEC adviser records

Eagle Strategies LLC financial advisors in Montgomery, AL

Every SEC-registered investment adviser representative at a Eagle Strategies LLC office in Montgomery, A to Z.

The short answer

3 registered advisors work at Eagle Strategies LLC in Montgomery, out of 2,273 at the firm nationwide; it ranks number 16 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.

Eagle Strategies LLC advisors in Montgomery, A to Z

Every Eagle Strategies LLC advisor →

Eagle Strategies LLC advisors in every city and state →Eagle Strategies LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Eagle Strategies LLC advisors in other cities

New York, NY 121Waltham, MA 65Dallas, TX 32Melville, NY 29White Plains, NY 27Frisco, TX 26Houston, TX 25Austin, TX 24Glendale, CA 22Vienna, VA 22Charlotte, NC 21Denver, CO 21San Antonio, TX 19Edison, NJ 18Saddle Brook, NJ 18

Other firms in Montgomery

All Montgomery advisors →

Stifel, Nicolaus & Company, Incorporated 25Morgan Stanley 21Merrill Lynch, Pierce, Fenner & Smith Incorporated 14Raymond James & Associates, Inc. 11Jackson Thornton Wealth Management, LLC 7Raymond James Financial Services Advisors, Inc. 7UBS Financial Services Inc. 6Wells Fargo Advisors Financial Network, LLC 6Captrust 5Marble Wealth, LLC 5Pfs Investments Inc. 5State Farm Investment Management Corp. 5

Questions

How many financial advisors does Eagle Strategies LLC have in Montgomery?

3 investment adviser representatives are registered at Eagle Strategies LLC offices in Montgomery, Alabama, according to the SEC's Investment Adviser Public Disclosure records, out of 2,273 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.

Is Eagle Strategies LLC one of the largest advisor employers in Montgomery?

Eagle Strategies LLC ranks number 16 in Montgomery by registered advisors; Stifel, Nicolaus & Company, Incorporated has the most, with 25.

How do I check a Eagle Strategies LLC advisor in Montgomery?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Eagle Strategies LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.