Icma Retirement Corporation
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About this Advisor
William Eagan is a certified financial planner who works out of Washington, D.C., with 24 years of experience as a financial advisor. Eagan is currently employed by Icma Retirement Corporation. Throughout their career, they have worked at H&R Block Financial Advisors, Inc and St. Joseph School. Eagan maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in California. Icma Retirement Corporation is an advisory company operating out of Washington, D.C. It oversees $47 billion in assets between its 57 client accounts, making it one of the biggest firms in the nation by assets under management. The firm offers a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial advisory fees usually depend on which service is offered. Fee types billed by Icma Retirement Corporation may include any combination of asset-based and fixed fees.
Certifications and Registrations
Years of Experience
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Icma Retirement Corporation Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
William Eagan Work History
William has 24 years of experience.
H&R Block Financial Advisors, Inc
St. Joseph School
William Eagan has no disclosures.
Please visit their SEC profile for more details.