Elizabeth
Dipp Metzger
Eagle Strategies LLC
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About this Advisor
Elizabeth Dipp Metzger is a financial advisor who works out of El Paso, Texas with a total of 12 years of relevant experience. Dipp Metzger is currently employed by Eagle Strategies LLC. Dipp Metzger has gained experience at New York Life Insurance Company, Nylife Securities LLC, Eagle Strategies LLC, Crown Wealth Advisers, LLC D.B.A. Crown Wealth Strategies and Crown Wealth Advisers, LLC D.B.A. Crown Wealth Strategies And In. Dipp Metzger maintains Series 63 and Series 66 licenses, which qualify them as a securities representative, and is registered to serve investors in Texas. Eagle Strategies LLC is a company that has its headquarters in New York, NY. The company has offices in 828 locations and a total of 2,392 people on staff. It manages $17 billion in assets across its 87,580 accounts, making it one of the largest firms in the United States by assets under management. The firm provides services to 175 charities and foundations. Of its 87,580 client accounts, 17% are held by high-net-worth individuals who have at least $1 million in investable assets. The company offers a number of services, including 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 vary depending on which service is offered. Fees charged by Eagle Strategies LLC can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Eagle Strategies LLC Brokerage Details
$16,667,263,900
2,392
87,580
$190,309
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
Elizabeth Dipp Metzger Work History
Elizabeth has been registered as a financial advisor for 12 years.*
Crown Wealth Advisers, LLC D.B.A. Crown Wealth Strategies And In
Crown Wealth Advisers, LLC D.B.A. Crown Wealth Strategies
Eagle Strategies LLC
New York Life Insurance Company
Nylife Securities LLC
*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 Elizabeth Dipp Metzger 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
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San Jose, CA
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