Dean
Loftin
Eagle Strategies LLC
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About this Advisor
Dean Loftin is a financial advisor based out of Austin, Texas with 18 years of relevant experience. Loftin works at Eagle Strategies LLC. Over the course of their career, Loftin has held roles at Jacobs Engineering, New York Life Insurance Company, Rubicon Engineering Corporation, J. Lens Financial & Insurance Services and Lens Financial & Insurance Solutions. Loftin has Series 63 and Series 66 licenses, qualifying them as a securities representative, and is registered to serve investors in California and Texas. Eagle Strategies LLC is an advisory business that has its headquarters in New York, NY. The firm has offices in 828 locations and a total of 2,392 advisors. It oversees $17 billion in assets among its 87,580 client accounts, making it one of the largest firms in the country by assets under management. The firm advises 175 charitable organizations. Of its 87,580 accounts, 17% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The business provides a number 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. Financial management fee schedules vary depending on which services the firm provides the client. However, fee types billed by Eagle Strategies LLC likely consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Eagle Strategies LLC Brokerage Details
$16,667,263,900
2,392
87,580
$190,309
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
Dean Loftin Work History
Dean has been registered as a financial advisor for 18 years.*
Lens Financial & Insurance Solutions
J. Lens Financial & Insurance Services
New York Life Insurance Company
Jacobs Engineering
Rubicon Engineering Corporation
*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 Dean Loftin 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
Monroe, LA
Conrad, MT
Chicago, IL
Fairfax, VA
Matthews, NC
Thousand Oaks, CA
Lincoln, NE
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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