Nancy
Whittington
Eagle Strategies LLC
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About this Advisor
Nancy Whittington is a financial advisor based out of North Wilkesboro, North Carolina with 20 years of relevant experience. Whittington is on the advisory team at Eagle Strategies LLC. During their career, Whittington has held roles at Dw Benefits LLC, New York Life Insurance, Nylife Securities LLC, Whittington & Associates and Eagle Strategies LLC. Whittington maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in North Carolina. Eagle Strategies LLC is a financial advisory business that has its headquarters in New York, NY. The company has offices in 828 locations and a total of 2,392 employees. It oversees $17 billion in total assets between its 87,580 accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm provides financial advisory services to 175 charitable organizations. Of its 87,580 client accounts, 17% belong to high-net-worth clients who have at least $1 million in assets available to invest. The company offers a wide assortment 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 typically vary depending on which services are offered. However, fees charged by Eagle Strategies LLC most likely consist of any blend 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
Nancy Whittington Work History
Nancy has been registered as a financial advisor for 20 years.*
Whittington & Associates
Eagle Strategies LLC
New York Life Insurance
Nylife Securities LLC
Eagle Strategies LLC
Dw Benefits 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 Nancy Whittington 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
Fairfax, VA
Thousand Oaks, CA
Madison, CT
Chicago, IL
Tacoma, WA
Monroe, LA
San Jose, CA
Matthews, NC
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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