Domenica
Lurvey
Eagle Strategies LLC
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About this Advisor
Domenica Lurvey is a financial advisor working out of Waltham, Massachusetts with a total of 2 years of relevant experience. Lurvey currently works for Eagle Strategies LLC. Their career trajectory has included roles at Merrimack College, Gwfs Equities, Inc, Lpl Financial LLC, Financial Compass Group, LLC, Axa Advisors, LLC, Shepherd Financial Partners, Empower Retirement, Digital Federal Credit Union, Harding Financial And Insurance, Nylife Securities LLC, Eagle Strategies LLC and Putnam Inv./Putnam Retail Management. Lurvey holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Massachusetts. Eagle Strategies LLC is an advisory company based out of New York, NY. The company has offices in 828 locations and a total of 2,392 advisors. It oversees $17 billion in assets across its 87,580 accounts, making it one of the largest firms in the United States by assets under management. The firm provides services to 175 charitable organizations. Of its 87,580 client accounts, 17% belong to high-net-worth investors who have more than $1 million in assets available to invest. The advisory firm has a number 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 advisory services usually depend on which services the firm provides the client. Fees charged by Eagle Strategies LLC can 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
Domenica Lurvey Work History
Domenica has been registered as a financial advisor for 2 years.*
Eagle Strategies LLC
Harding Financial And Insurance
Nylife Securities LLC
Financial Compass Group, LLC
Axa Advisors, LLC
Digital Federal Credit Union
Lpl Financial LLC
Gwfs Equities, Inc
Lpl Financial LLC
Shepherd Financial Partners
Empower Retirement
Putnam Inv./Putnam Retail Management
Putnam Inv./Putnam Retail Management
Merrimack College
*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 Domenica Lurvey 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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Lincoln, NE
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