Dale
Berry

Eagle Strategies LLC

CRD#1336262
Investment Advisor
in Raleigh, NC
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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

Series 63, Chartered Financial Consultant

Years of Experience

14 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

4140 Parklake Avenue Suite 450
Raleigh, NC 27612

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$8,546,118,534

NC Average: $7,464,549,021
Total Number of Employees

1,965

NC Average: 88
Total Number of Accounts

50,776

NC Average: 3,892
Average Account Size

$168,310

NC Average: $1,917,921

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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.

2011 - Present (8 years)

Eagle Strategies LLC

2004 - Present (15 years)

New York Life Insurance Company

2004 - Present (15 years)

Nylife Securities LLC

Disclosures

Dale Berry has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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