George
Alden

Eagle Strategies LLC

CRD#1095259
Investment Advisor
in Dallas, TX
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About this Advisor

George Alden is a certified financial planner and chartered financial consultant located in Dallas, Texas. Currently a registered financial advisor with Eagle Strategies LLC, Alden has an impressive 39 years of practice as a registered advisor. Alden holds Series 63 and Series 65 licenses, which designate the advisor as both a securities agent and an investment advisor representative. Alden is able to advise investors in Texas. During their career, Alden has held roles at Alden Financial Group, New York Life Ins Co and Nylife Securities Inc. Eagle Strategies LLC is headquartered in Dallas, Texas, and operates out of 791 other brick-and-mortar locations in the nation. As a company, Eagle Strategies LLC oversees $8 billion in assets throughout 41,236 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 nation. Currently 22% of the firm's customers are high-net-worth individuals, meaning they have more than $1 million in investable assets. Eagle Strategies LLC offers 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, Series 65, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

39 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

Disclosures

Yes

Office Location

12201 Merit Drive - Suite 1000
Dallas, TX 75251

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$8,145,447,434

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

1,913

TX Average: 88
Total Number of Accounts

41,236

TX Average: 3,892
Average Account Size

$197,532

TX Average: $1,917,921

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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

George Alden Work History

George has 39 years of experience.

2002 - Present (17 years)

Alden Financial Group

1982 - Present (37 years)

Nylife Securities Inc

1979 - Present (40 years)

New York Life Ins Co

Disclosures

George Alden has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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