James
Lee

Eagle Strategies LLC

CRD#2821465
Investment Advisor
in Los Angeles, CA
Are you James Lee? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

James Lee is a certified financial planner located in Los Angeles, California. Currently an investment advisor with Eagle Strategies LLC, they have accumulated a notable 21 years of experience in the financial advisory industry. Lee has a Series 63 license, certifying them as a securities agent. Lee can work with investors based out of California. During their career, the advisor has held roles at New York Life, Nylife Securities Inc and Eagle Strategies LLC. Eagle Strategies LLC is headquartered in Los Angeles, California, and operates out of 791 brick-and-mortar locations in the nation. In aggregate, Eagle Strategies LLC oversees $8 billion in assets across 41,236 client accounts and employs more than 1,913 people. The level of assets currently under the firm's management makes it one of the largest firms in the nation. Currently 22% of the advisor firm's investors are high-net-worth individuals, meaning they have over $1 million in capital. Eagle Strategies LLC can provide financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

21 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

Disclosures

No

Office Location

6300 Wilshire Blvd. Suite 2200
Los Angeles, CA 90048

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$8,145,447,434

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

1,913

CA Average: 88
Total Number of Accounts

41,236

CA Average: 3,892
Average Account Size

$197,532

CA Average: $1,917,921

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

James Lee Work History

James has 21 years of experience.

2011 - Present (8 years)

Eagle Strategies LLC

1997 - Present (22 years)

New York Life

1997 - Present (22 years)

Nylife Securities Inc

Disclosures

James Lee has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started