Harvey
Allison

Eagle Strategies LLC

CRD#4073561
Investment Advisor
in Charlotte, NC
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About this Advisor

Harvey Allison is a certified financial planner and chartered financial consultant working out of Charlotte, North Carolina, with 39 years of experience as a financial advisor. Allison works at Eagle Strategies LLC. During their career, the advisor has held roles at New York Life Insurance Co and Nylife Securities Inc. Allison holds a Series 63 license, designating them as a securities representative, and can operate in Tennessee. Eagle Strategies LLC is a business that has its headquarters in Charlotte, North Carolina. It has offices in 791 locations and a total of 1,913 employees. It oversees $8 billion in assets across its 41,236 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises 41 charities and foundations. Of its 41,236 accounts, 22% belong to high-net-worth investors who have greater than $1 million in investable assets. Eagle Strategies LLC has 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 for financial management largely depend on which services are offered. However, fees charged by Eagle Strategies LLC most likely include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

39 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

6100 Fairview Road Suite 400
Charlotte, NC 28210

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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

Harvey Allison Work History

Harvey has 39 years of experience.

2004 - Present (15 years)

New York Life Insurance Co

2004 - Present (15 years)

Nylife Securities Inc

Disclosures

Harvey Allison has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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