Patrick
Howell
Eagle Strategies LLC
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About this Advisor
Patrick Howell is a financial advisor based in East Burke, Vermont, working with Eagle Strategies LLC. Patrick has previously held positions at Ameriprise Financial Services Inc, Mass Mutual Life Insurance Company, Mml Investors Services, Guardian Life Insurance Company, Park Avenue Securities, Nylife Securities LLC, New York Life Insurance Co, Benidorm Bikes, Ninja Mountain Bike Performance, and Eagle Strategies LLC. Patrick has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Connecticut and Vermont. Currently, Patrick is part of Eagle Strategies LLC, which operates out of East Burke, Vermont. The firm has 849 offices and 2,567 employees. The firm manages assets totaling $20.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Eagle Strategies LLC includes asset-based, hourly, and fixed fees.
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Eagle Strategies LLC Brokerage Details
$20,357,746,578
2,567
95,287
$213,647
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
Patrick Howell Work History
Nylife Securities LLC
Eagle Strategies LLC
New York Life Insurance Co
Guardian Life Insurance Company
Park Avenue Securities
Ninja Mountain Bike Performance
Mass Mutual Life Insurance Company
Mml Investors Services
Benidorm Bikes
Ameriprise Financial Services Inc
Disclosures
Please visit the SEC profile of Patrick Howell 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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