John
Loy

Eagle Strategies LLC

CRD#5591641
Investment Advisor
in Dallas, TX
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About this Advisor

John Loy is a certified financial planner in Dallas, Texas. Currently a registered investment advisor at Eagle Strategies LLC, they have gathered 10 years of practice as a registered investment advisor. Loy holds Series 63 and Series 66 licenses, designating them as a securities representative. Loy is able to act as an advisor based out of Texas. The advisor has gained experience at Eagle Strategies LLC, Nylife Securities LLC, Td Ameritrade, Capital One Investment Serivces, Capital One Sharebuilder, Inc and New York Life Insurance Co. Eagle Strategies LLC is headquartered in Dallas, Texas, and has 791 locations in the United States. As a registered investment firm, Eagle Strategies LLC manages $8 billion in assets across 41,236 accounts and employs more than 1,913 people. The amount of assets the firm manages makes it one of the biggest investment advisory firms in the United States. Currently 22% of the advisory firm's customers are high-net-worth individuals, meaning they have greater than $1 million in assets. Eagle Strategies LLC can offer 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 66, Certified Financial Planner

Years of Experience

10 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

No

Office Location

4849 Greenville Ave Suite 700
Dallas, TX 75206

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$8,546,118,534

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

1,965

TX Average: 88
Total Number of Accounts

50,776

TX Average: 3,892
Average Account Size

$168,310

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

John Loy Work History

John has 10 years of experience.

2017 - Present (2 years)

Eagle Strategies LLC

2017 - Present (2 years)

Nylife Securities LLC

2017 - Present (2 years)

New York Life Insurance Co

2015 - 2017 (2 years)

Capital One Sharebuilder, Inc

2014 - 2015 (1 years)

Capital One Investment Serivces

2008 - 2014 (6 years)

Td Ameritrade

Disclosures

John Loy has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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