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Financial ADVSR advisor directory · SEC adviser records

Eagle Strategies LLC financial advisors in Plano, TX

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

5 registered advisors work at Eagle Strategies LLC in Plano, out of 2,379 at the firm nationwide; it ranks number 40 in the city by advisors. 0 list the CFP designation and 5 are also registered broker representatives.

Eagle Strategies LLC advisors in Plano, 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 129Waltham, MA 66Dallas, TX 34Melville, NY 32Frisco, TX 27White Plains, NY 27Houston, TX 25Austin, TX 24Vienna, VA 23Charlotte, NC 21Denver, CO 21Glendale, CA 21San Antonio, TX 20Saddle Brook, NJ 19San Francisco, CA 19

Other firms in Plano

All Plano advisors →

Fisher Investments 1,880Vanguard Advisers, Inc. 230J.P. Morgan Securities LLC 212Strategic Advisers LLC 50UBS Financial Services Inc. 49Ameriprise Financial Services, LLC 48Morgan Stanley 39Edward Jones 31Transamerica Financial Advisors, LLC 31LPL Financial LLC 29Charles Schwab & Co., Inc. 27LPL Enterprise, LLC 27

Questions

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

5 investment adviser representatives are registered at Eagle Strategies LLC offices in Plano, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 2,379 nationwide. 0 list the CFP designation and 5 are also registered as broker representatives.

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

Eagle Strategies LLC ranks number 40 in Plano by registered advisors; Fisher Investments has the most, with 1,880.

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

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.