Heather
Bates
Eagle Strategies LLC
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About this Advisor
Heather Bates is a financial advisor based in Tyler, Texas, working with Eagle Strategies LLC. Heather has previously held positions at Nylife Securities LLC, New York Life Insurance Company, Johnson Financial Strategies, LLC, Eagle Strategies LLC, Bates Wealth Strategies, LLC, Island Wealth Strategies & Insurance Solutions LLC, and Paoerhouse Financial Group. Heather has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas. Currently, Heather is part of Eagle Strategies LLC, which operates out of Tyler, Texas. The firm has 849 offices and 2,567 employees. The firm manages assets totaling $20.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Eagle Strategies LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Eagle Strategies LLC Brokerage Details
$20,357,746,578
2,567
95,287
$213,647
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
Heather Bates Work History
Paoerhouse Financial Group
Island Wealth Strategies & Insurance Solutions LLC
Bates Wealth Strategies, LLC
Eagle Strategies LLC
Nylife Securities LLC
New York Life Insurance Company
Johnson Financial Strategies, LLC
Disclosures
Please visit the SEC profile of Heather Bates 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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Pensacola, FL
Gillette, WY
Frisco, TX
Renton, WA
Oklahoma City, OK
Glendale, CA
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