Nancy
Hertwig
Eagle Strategies LLC
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About this Advisor
Nancy Hertwig is a financial advisor based in Knoxville, Tennessee, working with Eagle Strategies LLC. Nancy has previously held positions at New York Life Ins Co, Nylife Securities LLC, and Eagle Strategies LLC. Nancy has passed the Series 63 regulatory exam and is registered to provide services in Tennessee. Currently, Nancy is part of Eagle Strategies LLC, which operates out of Knoxville, Tennessee. The firm has 849 offices and 2,567 employees. The firm manages assets totaling $20.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Eagle Strategies LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Eagle Strategies LLC Brokerage Details
$20,357,746,578
2,567
95,287
$213,647
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 Hertwig Work History
Eagle Strategies LLC
Nylife Securities LLC
New York Life Ins Co
Disclosures
Please visit the SEC profile of Nancy Hertwig to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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