James
Kramer
Eagle Strategies LLC
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About this Advisor
James Kramer is a chartered financial consultant working in Broomfield, Colorado with 9 years of industry experience. Kramer is an advisor for Eagle Strategies LLC. During their career, Kramer has held roles at Nylife Securities Inc, New York Life Ins. Co, Kramer Financial Solutions and Eagle Strategies LLC. Kramer has a Series 63 license, certifying them as a securities representative, and is registered to operate in Colorado. Eagle Strategies LLC is a registered investment company operating out of New York, NY. The company has offices in 828 locations and a total of 2,392 employees. It manages $17 billion in assets between its 87,580 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises 175 charities and foundations. Of its 87,580 client accounts, 17% are associated with high-net-worth investors who have greater than $1 million in assets. Eagle Strategies LLC offers a broad array 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. A financial advisor's fees usually depend on which service is provided. However, fee types billed by Eagle Strategies LLC most likely are comprised of some 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
James Kramer Work History
James has been registered as a financial advisor for 9 years.*
Eagle Strategies LLC
Kramer Financial Solutions
Nylife Securities Inc
New York Life Ins. Co
*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 James Kramer 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
Buffalo, NY
South Jordan, UT
Roseville, CA
San Jose, CA
Chicago, IL
Overland Park, KS
Madison, CT
Fairfax, VA
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