Financial ADVSR advisor directory · SEC adviser records
Eagle Strategies LLC financial advisors in Oklahoma City, OK
Every SEC-registered investment adviser representative at a Eagle Strategies LLC office in Oklahoma City, A to Z.
The short answer
8 registered advisors work at Eagle Strategies LLC in Oklahoma City, out of 2,272 at the firm nationwide; it ranks number 18 in the city by advisors. 1 list the CFP designation and 8 are also registered broker representatives.
Eagle Strategies LLC advisors in Oklahoma City, A to Z
Every Eagle Strategies LLC advisor →- Randall M. CopierAlso a broker rep
- Frank H. KnoxAlso a broker rep
- Michael J. MendelsohnChartered Financial Consultant · Also a broker rep
- Patrick SloanAlso a broker rep
- Matthew SwiftAlso a broker rep
- Charles D. VillarrealAlso a broker rep
- Foster L. WilcoxCertified Financial Planner · Also a broker rep
- Lee A. WilcoxAlso a broker rep
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 114Waltham, MA 65Dallas, TX 35Melville, NY 29Frisco, TX 26Houston, TX 25White Plains, NY 25Austin, TX 23Vienna, VA 23Glendale, CA 22Charlotte, NC 21Denver, CO 21Bethesda, MD 19Bellevue, WA 18Edison, NJ 18
Other firms in Oklahoma City
All Oklahoma City advisors →Morgan Stanley 44Merrill Lynch, Pierce, Fenner & Smith Incorporated 31Bok Financial Securities, Inc. 27Osaic Wealth, Inc. 26LPL Financial LLC 24Edward Jones 23MML Investors Services, LLC 22Wells Fargo Clearing Services, LLC 20Cetera Investment Advisers LLC 17Raymond James & Associates, Inc. 17Plan Group Financial, Inc. 13Equitable Advisors, LLC 12
Questions
How many financial advisors does Eagle Strategies LLC have in Oklahoma City?
8 investment adviser representatives are registered at Eagle Strategies LLC offices in Oklahoma City, Oklahoma, according to the SEC's Investment Adviser Public Disclosure records, out of 2,272 nationwide. 1 list the CFP designation and 8 are also registered as broker representatives.
Is Eagle Strategies LLC one of the largest advisor employers in Oklahoma City?
Eagle Strategies LLC ranks number 18 in Oklahoma City by registered advisors; Morgan Stanley has the most, with 44.
How do I check a Eagle Strategies LLC advisor in Oklahoma City?
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.