Eagle Strategies LLC
About this Advisor
Dennis Poulos is a chartered financial consultant working out of Flint, Michigan, who has been in the industry for 48 years. Poulos currently works for Eagle Strategies LLC. Throughout their career, Poulos has worked at New York Life Insurance Co, Nylife Securities Inc and Eagle Strategies LLC. Poulos maintains a Series 63 license, designating them as a securities broker, and can operate in Michigan and Texas. Eagle Strategies LLC is a registered investment firm that has its headquarters in Flint, Michigan. The firm has offices in 732 locations and a total of 2,030 people on staff. It administers $11 billion in assets under management across its 59,118 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm advises 91 charitable organizations. Of its 59,118 client accounts, 21% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Eagle Strategies LLC provides a diverse 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 charged by financial advisors depend on which services are offered. Fee types charged by Eagle Strategies LLC can be comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Eagle Strategies LLC Brokerage Details
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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
Dennis Poulos Work History
Dennis has 48 years of experience.
Eagle Strategies LLC
Nylife Securities Inc
New York Life Insurance Co
Dennis Poulos has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Eagle Strategies LLC
Woodland Hills, CA
New York, NY
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.