Lynn
Newman

Eagle Strategies LLC

CRD#2267479
Investment Advisor
in Los Angeles, CA
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About this Advisor

Lynn Newman is a certified financial planner operating in Los Angeles, California, with a total of 27 years in the industry. Newman works at Eagle Strategies LLC. Their career trajectory has included roles at New York Life Ins. Co and Nylife Securities Inc. Newman holds a Series 63 license, qualifying them as a securities broker, and can work in California. Eagle Strategies LLC is a company that has its headquarters in Los Angeles, California. The investment advisory business has offices in 791 locations and a total of 1,913 financial advisors. It manages $8 billion in assets under management between its 41,236 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm advises 41 charities and foundations. Of its 41,236 client accounts, 22% belong to high-net-worth individuals who have at least $1 million in investable assets. The firm performs 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 management typically are based on which services are provided. However, fee types charged by Eagle Strategies LLC can consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

27 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

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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

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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

Lynn Newman Work History

Lynn has 27 years of experience.

1992 - Present (27 years)

Nylife Securities Inc

1991 - Present (28 years)

New York Life Ins. Co

Disclosures

Lynn Newman has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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