Christine
Lee

Eagle Strategies LLC

CRD#4931566
Investment Advisor
in Glendale, CA

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About this Advisor

Christine Lee is a chartered financial consultant working out of Glendale, California with a total of 9 years of relevant experience. Lee is on the advisory team at Eagle Strategies LLC. The advisor has gained experience at New York Life Insurance Company, Nylife Securities and Eagle Strategies LLC. Lee has a Series 63 license, certifying them as a securities representative, and can advise clients in California. Eagle Strategies LLC is a firm that has its headquarters in New York, NY. The investment advisory business has offices in 828 locations and a total of 2,392 employees. It handles $17 billion in assets under management between its 87,580 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides financial advice to 175 charities and foundations. Of its 87,580 customer accounts, 17% are associated with high-net-worth clients who have more than $1 million in assets. The advisory firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial advisory services largely vary depending on the services. Fee types charged by Eagle Strategies LLC likely consist of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years Registered*

9 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

801 N. Brand Blvd 14Th Floor
Glendale, CA 91203

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$16,667,263,900

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

2,392

CA Average: 88
Total Number of Accounts

87,580

CA Average: 3,892
Average Account Size

$190,309

CA 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

Christine Lee Work History

Christine has been registered as a financial advisor for 9 years.*

2014 - Present (10 years)

Eagle Strategies LLC

2005 - Present (19 years)

New York Life Insurance Company

2005 - Present (19 years)

Nylife Securities

*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 Christine Lee 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

Justin Golec
South Hadley, MA
Adam Tolliver
Atlanta, GA
Andrew Blanks
Lynchburg, VA
Mindy Fisdel
Edinburg, TX
Kyoung Lee
Fairfax, VA
Richard Alexander
Mobile, AL
Justin Lakin
Diana, TX
Christopher Grosvenor
New York, NY

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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