Joseph
Donaldson
Eagle Strategies LLC
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About this Advisor
Joseph Donaldson is a financial advisor based in Montgomery, Alabama, working with Eagle Strategies LLC. Joseph has previously held positions at Ny Life Ins.Co, Nylife Securities Inc, and Eagle Strategies LLC. Joseph has passed the Series 63 regulatory exam and is registered to provide services in Alabama. Currently, Joseph is part of Eagle Strategies LLC, which operates out of Montgomery, Alabama. The firm has 849 offices and 2,567 employees. The firm manages assets totaling $20.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Eagle Strategies LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Eagle Strategies LLC Brokerage Details
$20,357,746,578
2,567
95,287
$213,647
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Joseph Donaldson Work History
Eagle Strategies LLC
Nylife Securities Inc
Ny Life Ins.Co
Disclosures
Please visit the SEC profile of Joseph Donaldson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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