Eagle Strategies LLC
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About this Advisor
Christopher Grimes is a certified financial planner who works out of Denver, Colorado, who has been in the financial industry for 12 years. Grimes is an advisor for Eagle Strategies LLC. Over the course of their career, Grimes has held roles at Charles Schwab & Co., Inc, Vintage Elegance LLC, New York Life Insurance Company, Nylife Securities LLC, Eagle Strategies LLC and Five Peaks Capital Group LLC. Grimes maintains a Series 63 license, designating them as a securities agent, and is able to work in Colorado and Texas. Eagle Strategies LLC is an advisory company that has its headquarters in Denver, Colorado. The investment advisory business has offices in 791 locations and a total of 1,913 financial advisors. It has $8 billion in assets under management among its 41,236 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm serves 41 charitable organizations. Of its 41,236 customer accounts, 22% belong to high-net-worth investors who have more than $1 million in assets. Eagle Strategies LLC performs a number of services, such as 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 fee schedules typically vary depending on which services the firm provides the client. Fees charged by Eagle Strategies LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Eagle Strategies LLC Brokerage Details
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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
Christopher Grimes Work History
Christopher has 12 years of experience.
Five Peaks Capital Group LLC
Eagle Strategies LLC
New York Life Insurance Company
Nylife Securities LLC
Vintage Elegance LLC
Charles Schwab & Co., Inc
Christopher Grimes has no disclosures.
Please visit their SEC profile for more details.