Scotty
Hendricks

Eagle Strategies LLC

CRD#6303513
Investment Advisor
in Germantown, TN

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About this Advisor

Scotty Hendricks is a financial advisor who works in Germantown, Tennessee, who has 1 year of relevant experience. Hendricks is on the advisory team at Eagle Strategies LLC. The advisor has gained experience at The Scotty Hendricks Jr Agency Inc, Mutual Of America Life Insurance Company, Mutual Of America Securities LLC, Pruco Securities, LLC, The Prudential Insurance Company Of America, 360 Biz Solutions, LLC, Voya Financial Advisors, Inc, New York Life Insurance Co, Nylife Securities LLC, Grainger and Eagle Strategies LLC. Hendricks has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Tennessee. Eagle Strategies LLC is a company operating out of New York, NY. The company has offices in 828 locations and a total of 2,392 people on staff. It has $17 billion in total assets across its 87,580 accounts, making it one of the biggest firms in the country by assets under management. The firm serves 175 charities and foundations. Of its 87,580 client accounts, 17% belong to high-net-worth investors who have at least $1 million in investable assets. Eagle Strategies LLC offers a diverse array 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 are based on which service is provided. Fee types charged by Eagle Strategies LLC likely include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

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

6815 Poplar Ave Suite 200
Germantown, TN 38138

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$16,667,263,900

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

2,392

TN Average: 88
Total Number of Accounts

87,580

TN Average: 3,892
Average Account Size

$190,309

TN 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

Scotty Hendricks Work History

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

2022 - Present (2 years)

Eagle Strategies LLC

2017 - Present (7 years)

New York Life Insurance Co

2017 - Present (7 years)

Nylife Securities LLC

2016 - 2016 (< 1 year)

Voya Financial Advisors, Inc

2016 - 2017 (1 year)

Grainger

2015 - 2016 (1 year)

Pruco Securities, LLC

2015 - 2016 (1 year)

The Prudential Insurance Company Of America

2015 - 2015 (< 1 year)

360 Biz Solutions, LLC

2014 - 2015 (1 year)

Mutual Of America Life Insurance Company

2014 - 2015 (1 year)

Mutual Of America Securities LLC

2012 - 2014 (2 years)

The Scotty Hendricks Jr Agency Inc

*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 Scotty Hendricks 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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