William
Eagan

Icma Retirement Corporation

CRD#2253396
Investment Advisor
in Washington, DC
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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

Series 63, Series 65, Certified Financial Planner

Years of Experience

24 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

777 North Capitol Street Ne, Suite 600
Washington, DC 20002-4240

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Icma Retirement Corporation Brokerage Details

Total Assets Under Management

$2,506,042,249

DC Average: $4,886,152,200
Total Number of Employees

873

DC Average: 60
Total Number of Accounts

2

DC Average: 205
Average Account Size

$1,253,021,124

DC Average: $23,834,889

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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.

2005 - Present (14 years)

H&R Block Financial Advisors, Inc

1994 - Present (25 years)

St. Joseph School

Disclosures

William Eagan has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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