Eagle Strategies LLC

Investment Advisor
in Austin, TX
Are you Deborah Copeland? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Deborah Copeland is an advisor who lives in Austin, Texas. Currently a registered advisor at Eagle Strategies LLC, they have gathered an impressive 42 years of experience as an investment advisor. Copeland holds a Series 63 license, which designates them as a securities broker. Copeland can serve customers in Texas. Copeland has gained experience at Nylife Securities Inc and New York Life Ins Co. Eagle Strategies LLC is located in Austin, Texas, and has 791 other locations across the nation. Overall, Eagle Strategies LLC manages $8 billion in assets throughout 41,236 client accounts and retains more than 1,913 people. The firm's total assets under management makes it one of the biggest investment advisory firms in the United States. Currently 22% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in assets. Eagle Strategies LLC provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years of Experience

42 years

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

6200 Bridgepoint Parkway Bldg Iv Ste 300
Austin, TX 78730

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Eagle Strategies LLC Brokerage Details

Total Assets Under Management


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


TX Average: 88
Total Number of Accounts


TX Average: 3,892
Average Account Size


TX Average: $1,917,921

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Deborah Copeland Work History

Deborah has 42 years of experience.

1981 - Present (38 years)

Nylife Securities Inc

1976 - Present (43 years)

New York Life Ins Co


Deborah Copeland has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started