Emily
Reagor
Eagle Strategies LLC
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About this Advisor
Emily Reagor is a financial advisor operating out of Dallas, Texas with 1 year of relevant experience. Reagor works at Eagle Strategies LLC. Over the course of their career, Reagor has held roles at Oppenheimer & Co. Inc, Rainer Financial Group, Hd Vest Insurance Agency, Hd Vest Investment Services, Hd Vest Advisory Services, Hamilton, Pyle, Bowman Llp, Menard Financial, Nylife Securities LLC, Homemaker, Legal Zoom, Bridgepath Financial Partners, Raymond James Financial Services, Inc, Caretaker, Venturetech, Raymond James Financial Services Advisors Inc, Ameriprise Financial Services, Inc, Vann Equity Management LLC, Avantax Investment Services, Inc, Avantax Advisory Services, New York Life Insurance and Eagle Strategies LLC. Reagor has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can advise clients in Texas. Eagle Strategies LLC is a business headquartered in New York, NY. The firm has offices in 828 locations and a total of 2,392 financial advisors. It oversees $17 billion in assets under management among its 87,580 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm advises 175 charities and foundations. Of its 87,580 client accounts, 17% are held by high-net-worth investors who have at least $1 million in assets. Eagle Strategies LLC has a wide assortment 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 charged by financial advisors vary depending on the type of financial services provided. However, fees charged by Eagle Strategies LLC may include any combination 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
Emily Reagor Work History
Emily has been registered as a financial advisor for 1 years.*
Eagle Strategies LLC
Nylife Securities LLC
New York Life Insurance
Vann Equity Management LLC
Avantax Investment Services, Inc
Avantax Advisory Services
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors Inc
Ameriprise Financial Services, Inc
Caretaker
Venturetech
Menard Financial
Nylife Securities LLC
Homemaker
Eagle Strategies LLC
Homemaker
Legal Zoom
Bridgepath Financial Partners
Rainer Financial Group
Hd Vest Insurance Agency
Hd Vest Investment Services
Hd Vest Advisory Services
Hamilton, Pyle, Bowman Llp
Oppenheimer & Co. 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 Emily Reagor 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
Tacoma, WA
Nashua, NH
Madison, CT
Fairfax, VA
Monroe, LA
Roseville, CA
Matthews, NC
San Jose, 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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