Julie
Cord

Eagle Strategies LLC

CRD#6133261
Investment Advisor
in Florence, SC

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About this Advisor

Julie Cord is a certified financial planner and chartered financial consultant operating out of Florence, South Carolina, with 1 year of relevant experience. Cord is an employee of Eagle Strategies LLC. Cord has gained experience at New York Life, Nylife Securities LLC and Eagle Strategies LLC. Cord holds a Series 63 license, designating them as a securities representative, and is able to serve investors in South Carolina. Eagle Strategies LLC is a financial advisory business operating out of New York, NY. It has offices in 828 locations and a total of 2,392 financial advisors. It manages $17 billion in assets between its 87,580 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm serves 175 charities and foundations. Of its 87,580 accounts, 17% are associated with high-net-worth clients who have greater than $1 million in assets. Eagle Strategies LLC offers a number 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. Financial advisory fees are based on which services are provided. However, fees charged by Eagle Strategies LLC can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Years Registered*

1 year

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

Office Location

Florence, SC

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$16,667,263,900

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

2,392

SC Average: 88
Total Number of Accounts

87,580

SC Average: 3,892
Average Account Size

$190,309

SC Average: $1,917,921

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

Julie Cord Work History

Julie has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Eagle Strategies LLC

2013 - Present (11 years)

Nylife Securities LLC

2012 - Present (12 years)

New York Life

*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 Julie Cord 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

Vanessa Bucklin
Conrad, MT
John Schweitzer
Overland Park, KS
Walter Lawrence
Monroe, LA
Bradley Brodersen
Lincoln, NE
Thuan Pham
San Jose, CA
Michael Golosovker
Nashua, NH
Jaclyn Magbitang
San Mateo, CA

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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