Eagle Strategies LLC

Investment Advisor
in Los Angeles, CA
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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



Office Location

6300 Wilshire Blvd. Suite 2200
Los Angeles, CA 90048

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management


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


CA Average: 88
Total Number of Accounts


CA Average: 3,892
Average Account Size


CA Average: $1,917,921

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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


James Lee has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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