Ronald
Farr
Eagle Strategies LLC
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About this Advisor
Ronald Farr is a financial advisor working out of San Diego, California who has 24 years of industry experience. Farr is currently employed by Eagle Strategies LLC. During their career, Farr has held roles at New York Life Insurance Company, Nylife Securities LLC, Farr Financial & Insurance Services and Eagle Strategies LLC. Farr has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in California. Eagle Strategies LLC is a company operating out of New York, NY. The firm has offices in 828 locations and a total of 2,392 employees. It manages $17 billion in total assets between its 87,580 client accounts, placing it among the biggest firms in the United States by assets under management. The firm advises 175 charitable organizations. Of its 87,580 accounts, 17% are held by high-net-worth investors who have at least $1 million in assets available to invest. The company performs a diverse assortment 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 advice largely are based on which services the firm provides the client. Fee types billed by Eagle Strategies LLC most likely consist 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
Ronald Farr Work History
Ronald has been registered as a financial advisor for 24 years.*
Farr Financial & Insurance Services
Eagle Strategies LLC
Nylife Securities LLC
New York Life Insurance Company
*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 Ronald Farr 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
Auburn, CA
Lynchburg, VA
New York, NY
Mansfield, TX
Yakima, WA
New York, NY
Matthews, NC
Arcadia, 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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