Isabelle
Liu
Eagle Strategies LLC
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About this Advisor
Isabelle Liu is a financial advisor based in Houston, Texas, working with Eagle Strategies LLC. Isabelle has previously held positions at New York Life Insurance Co, John M. Thomas, P.C, Belleview Consulting, LLC, Self-Employment, Sns Agrisource Holding Co., LLC, Thomas & Lewin Associates, Inc, Nylife Securities LLC, and Eagle Strategies LLC. Isabelle has passed the Series 63 regulatory exam and is registered to provide services in Texas. Currently, Isabelle is part of Eagle Strategies LLC, which operates out of Houston, 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
Isabelle Liu Work History
Eagle Strategies LLC
New York Life Insurance Co
Nylife Securities LLC
Belleview Consulting, LLC
John M. Thomas, P.C
Self-Employment
Sns Agrisource Holding Co., LLC
Thomas & Lewin Associates, Inc
Disclosures
Please visit the SEC profile of Isabelle Liu 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
Scottsdale, AZ
Fremont, CA
Pensacola, FL
Gillette, WY
Frisco, TX
Renton, WA
Oklahoma City, OK
Glendale, CA
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