Christine
Hoeller

Eagle Strategies LLC

CRD#1074333
Investment Advisor
in Houston, TX

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About this Advisor

Christine Hoeller is a financial advisor based in Houston, Texas, working with Eagle Strategies LLC. Christine has previously held positions at New York Life Insurance Company, Nylife Securities Inc, and Eagle Strategies LLC. Christine has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas. Currently, Christine is part of Eagle Strategies LLC, which operates out of Houston, Texas. 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

Series 63, Series 66

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

3200 Southwest Freeway Suite 1900
Houston, TX 77027

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$20,357,746,578

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

2,567

TX Average: 88
Total Number of Accounts

95,287

TX Average: 3,892
Average Account Size

$213,647

TX 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

Christine Hoeller Work History

2011 - Present (13 years)

Eagle Strategies LLC

2004 - Present (20 years)

New York Life Insurance Company

2004 - Present (20 years)

Nylife Securities Inc

Disclosures

Please visit the SEC profile of Christine Hoeller 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

Arjun Srivastava
Scottsdale, AZ
Rebecca Wolff
Bellevue, WA
Meaghan Ives
Pensacola, FL
Madison Robidart
Gillette, WY
Raymond Stellhorn-Tavera
Newport Beach, CA
Kylie Nesbitt
Renton, WA
Tobin Thomas
Oklahoma City, OK
Ricardo Ramirez
Glendale, CA

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