Eagle Strategies LLC
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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
Years of Experience
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Eagle Strategies LLC Brokerage Details
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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.
Nylife Securities Inc
New York Life Ins Co
Deborah Copeland has no disclosures.
Please visit their SEC profile for more details.