Richard
Alexander

Eagle Strategies LLC

CRD#5798808
Investment Advisor
in Mobile, AL

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About this Advisor

Richard Alexander is a financial advisor based in Mobile, Alabama with a total of 7 years of industry experience. Alexander is on the advisory team at Eagle Strategies LLC. Throughout their career, Alexander has worked at New York Life Insurance, Nylife Securities LLC, Eagle Strategies LLC and Alexander Financial Group LLC. Alexander has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Alabama and Texas. Eagle Strategies LLC is a financial advisory firm that has its headquarters in New York, NY. The company has offices in 828 locations and a total of 2,392 advisors. It controls $17 billion in assets among its 87,580 customer accounts, placing it among the biggest firms in the country by assets under management. The firm provides services to 175 charitable organizations. Of its 87,580 customer accounts, 17% belong to high-net-worth individuals who have greater than $1 million in investable assets. Eagle Strategies LLC performs a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors are based on the services. Fee types billed by Eagle Strategies LLC likely include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

7 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1110 Montilimar Drive Suite 1010
Mobile, AL 36609

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$16,667,263,900

AL Average: $7,464,549,021
Total Number of Employees

2,392

AL Average: 88
Total Number of Accounts

87,580

AL Average: 3,892
Average Account Size

$190,309

AL Average: $1,917,921

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

Richard Alexander Work History

Richard has been registered as a financial advisor for 7 years.*

2019 - Present (5 years)

Alexander Financial Group LLC

2016 - Present (8 years)

Eagle Strategies LLC

2013 - Present (11 years)

New York Life Insurance

2013 - Present (11 years)

Nylife Securities LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Richard Alexander to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Eagle Strategies LLC

Jaclyn Magbitang
San Mateo, CA
J Hollingsworth
Greenville, NC
Justin Lindahl
Madison, CT
Kyoung Lee
Fairfax, VA
Zuzana Ambrova
Matthews, NC
Judith Balloff
Knoxville, TN
Bradley Brodersen
Lincoln, NE
Thuan Pham
San Jose, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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