Eagle Strategies LLC
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About this Advisor
Dale Berry is a financial advisor whose office is in Raleigh, North Carolina. Currently an advisor at Eagle Strategies LLC, Berry has 14 years of practice in the financial advisory industry. Berry maintains a Series 63 license, designating them as a securities agent. Berry can work with clients in Georgia. Their career trajectory has included roles at Eagle Strategies LLC, New York Life Insurance Company and Nylife Securities LLC. Eagle Strategies LLC is headquartered in Raleigh, North Carolina, and has 791 additional brick-and-mortar locations in the nation. As an advisory firm, Eagle Strategies LLC manages $8 billion in assets across 41,236 client accounts and retains more than 1,913 people. The amount of assets the firm manages makes it one of the biggest financial advisory firms in the country. Currently 22% of the advisory firm's investors are high-net-worth individuals, meaning they have more than $1 million in capital. Eagle Strategies LLC can provide financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. The firm may charge clients 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
Dale Berry Work History
Dale has 14 years of experience.
Eagle Strategies LLC
New York Life Insurance Company
Nylife Securities LLC
Dale Berry has no disclosures.
Please visit their SEC profile for more details.