Penny
Righthand
Eagle Strategies LLC
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About this Advisor
Penny Righthand is a financial advisor based out of Oakland, California with 24 years of industry experience. Righthand currently works for Eagle Strategies LLC. Their career trajectory has included roles at New York Life Insurance Co and Nylife Securities Inc. Righthand holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in California. Eagle Strategies LLC is an advisory business that has its headquarters in New York, NY. The company has offices in 828 locations and a total of 2,392 people on staff. It has $17 billion in assets among its 87,580 client accounts, making it one of the biggest firms in the country by assets under management. The firm provides financial advisory services to 175 charitable organizations. Of its 87,580 accounts, 17% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Eagle Strategies LLC offers 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. Financial advisory fees typically depend on which services the firm provides the client. However, fees billed by Eagle Strategies LLC likely include any combination 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
Penny Righthand Work History
Penny has been registered as a financial advisor for 24 years.*
New York Life Insurance Co
Nylife Securities Inc
*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 Penny Righthand to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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