Chad
Franks
Eagle Strategies LLC
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About this Advisor
Chad Franks is a financial advisor operating in Ridgeland, Mississippi with a total of 12 years of relevant experience. Franks is on the advisory team at Eagle Strategies LLC. The advisor has gained experience at Nylife Securities LLC, Eagle Strategies LLC and New York Life Insurance Company. Franks maintains Series 63 and Series 66 licenses, certifying them as a securities representative, and is able to advise clients in Arkansas. Eagle Strategies LLC is a financial advisory business that has its headquarters in New York, NY. It has offices in 828 locations and a total of 2,392 people on staff. It controls $17 billion in assets under management among its 87,580 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm provides financial advice to 175 charitable organizations. Of its 87,580 customer accounts, 17% belong to high-net-worth investors who have more than $1 million in assets. Eagle Strategies LLC performs a number of services, including 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 largely are based on which services the firm provides the client. However, fee types charged by Eagle Strategies LLC most likely include some combination 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
Chad Franks Work History
Chad has been registered as a financial advisor for 12 years.*
New York Life Insurance Company
Eagle Strategies LLC
Nylife Securities LLC
*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 Chad Franks 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
Roseville, CA
Nashua, NH
Thousand Oaks, CA
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Chicago, IL
Buffalo, NY
Matthews, NC
San Mateo, CA
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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