Eagle Strategies LLC
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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
Years of Experience
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Eagle Strategies LLC Brokerage Details
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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.
Eagle Strategies LLC
Nylife Securities LLC
New York Life Insurance Co
Capital One Sharebuilder, Inc
Capital One Investment Serivces
John Loy has no disclosures.
Please visit their SEC profile for more details.