Donald
Lippencott
Eagle Strategies LLC
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About this Advisor
Donald Lippencott is a financial advisor based in East Setauket, New York, working with Eagle Strategies LLC. Donald has previously held positions at New York Life Ins Co, Nylife Securities Inc, Eagle Strategies, Lippencott Financial Group, Mahoney Financial Organization LLC, Legacy Preservation Partners LLC, and Westwind Farm And Stables LLC. Donald has passed the Series 63 regulatory exam and is registered to provide services in New York and Texas. Currently, Donald is part of Eagle Strategies LLC, which operates out of East Setauket, New York. The firm has 849 offices and 2,567 employees. The firm manages assets totaling $20.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Eagle Strategies LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Eagle Strategies LLC Brokerage Details
$20,357,746,578
2,567
95,287
$213,647
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
Donald Lippencott Work History
Westwind Farm And Stables LLC
Lippencott Financial Group
Eagle Strategies
New York Life Ins Co
Nylife Securities Inc
Mahoney Financial Organization LLC
Legacy Prevervation Partners LLC
Disclosures
Please visit the SEC profile of Donald Lippencott 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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