James
Friendly
Eagle Strategies LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
James Friendly is a financial advisor working out of Addison, Texas with a total of 15 years of relevant experience. Friendly is an advisor for Eagle Strategies LLC. Throughout their career, they have worked at Eagle Strategies Corp, Nylife Securities, LLC and New York Life. Friendly maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in Texas. Eagle Strategies LLC is a financial advisory firm that has its headquarters in New York, NY. The company has offices in 828 locations and a total of 2,392 advisors. It administers $17 billion in assets across its 87,580 client accounts, making it one of the biggest firms in the United States by assets under management. The firm provides financial advice to 175 charities and foundations. Of its 87,580 client accounts, 17% belong to high-net-worth investors who have greater than $1 million in assets. The business provides 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. Financial management fees largely are based on the financial services. However, fee types billed by Eagle Strategies LLC can include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
James Friendly Work History
James has been registered as a financial advisor for 15 years.*
Eagle Strategies Corp
Nylife Securities, LLC
New York Life
*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 James Friendly 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
Roseville, CA
Overland Park, KS
Monroe, LA
Thousand Oaks, CA
San Mateo, CA
Lincoln, NE
Matthews, NC
Chicago, IL
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
