Adam
Tolliver
Eagle Strategies LLC
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About this Advisor
Adam Tolliver is a financial advisor operating in Atlanta, Georgia with 4 years of industry experience. Tolliver currently works for Eagle Strategies LLC. Their career trajectory has included roles at Nylife Securities LLC, New York Life Insurance Company, Sun Trust Bank, Jim Ellis Mazda Of Marietta, Power Home Remodeling, Bellevue University, Artisan Financial Strategies, LLC and Eagle Strategies LLC. Tolliver holds Series 63 and Series 66 licenses, which qualify them as a securities representative, and can work in Georgia. Eagle Strategies LLC is a business operating out of New York, NY. The firm has offices in 828 locations and a total of 2,392 employees. It handles $17 billion in assets among its 87,580 client accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 175 charitable organizations. Of its 87,580 accounts, 17% are held by high-net-worth clients who have at least $1 million in assets. The company offers a wide set 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. Fees for financial management usually depend on which service is provided. However, fee types billed by Eagle Strategies LLC likely consist 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
Adam Tolliver Work History
Adam has been registered as a financial advisor for 4 years.*
Artisan Financial Strategies, LLC
Eagle Strategies LLC
Nylife Securities LLC
New York Life Insurance Company
Sun Trust Bank
Bellevue University
Jim Ellis Mazda Of Marietta
Power Home Remodeling
*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 Adam Tolliver 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
San Mateo, CA
Roseville, CA
San Jose, CA
Chicago, IL
Thousand Oaks, CA
Conrad, MT
Matthews, NC
Lincoln, NE
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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