Kyung Eun
Kim

Eagle Strategies LLC

CRD#4736528
Investment Advisor
in Carrollton, TX

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About this Advisor

Kyung Eun Kim is a financial advisor operating in Carrollton, Texas who has 7 years of relevant experience. Kim works at Eagle Strategies LLC. The advisor has gained experience at Pnc Investments LLC, Park Avenue Securities LLC, Guardian Life Insurance Co, Nylife Securities LLC, New York Life Insurance Company, New York Academy and Eagle Strategies LLC. Kim holds Series 63, Series 65 and Series 66 licenses, designating them as both a securities agent and an investment advisor representative, and is able to work in Texas. Eagle Strategies LLC is an advisory business based out of New York, NY. The investment advisory business has offices in 828 locations and a total of 2,392 financial advisors. It manages $17 billion in assets under management between its 87,580 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides services to 175 charitable organizations. Of its 87,580 accounts, 17% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The advisory firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors are based on the type of financial services. However, fees charged by Eagle Strategies LLC most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Years Registered*

7 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

Office Location

4040 State Hwy 121 Ste 180
Carrollton, TX 75010

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$16,667,263,900

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

2,392

TX Average: 88
Total Number of Accounts

87,580

TX Average: 3,892
Average Account Size

$190,309

TX Average: $1,917,921

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

Kyung Eun Kim Work History

Kyung Eun has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Nylife Securities LLC

2016 - Present (8 years)

Eagle Strategies LLC

2015 - Present (9 years)

New York Life Insurance Company

2015 - Present (9 years)

New York Academy

2015 - 2015 (< 1 year)

Park Avenue Securities LLC

2013 - 2015 (2 years)

Guardian Life Insurance Co

2012 - 2013 (1 year)

Pnc Investments LLC

*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 Kyung Eun Kim 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

Daniel Lopez
Thousand Oaks, CA
Lynzie Wolters
Roseville, CA
Jaclyn Magbitang
San Mateo, CA
Bradley Brodersen
Lincoln, NE
Zuzana Ambrova
Matthews, NC
Vanessa Bucklin
Conrad, MT
Christopher Mcdonald
Chicago, IL
Kyoung Lee
Fairfax, VA

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.

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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.

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