Eagle Strategies LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Mark Stratton is a certified financial planner working out of Dallas, Texas, who has been in the industry for 12 years. Stratton currently works for Eagle Strategies LLC. Over the course of their career, they have held roles at New York Life Insurance Co, Nylife Securties, Eagle Strategies LLC, The Stratton Group, Inc and Tsg Financial Strategies, LLC. Stratton holds a Series 63 license, designating them as a securities agent, and is registered to operate in Texas. Eagle Strategies LLC is a registered investment business headquartered in Dallas, Texas. The investment advisory business has offices in 791 locations and a total of 1,913 people on staff. It manages $8 billion in assets under management among its 41,236 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises 41 charitable organizations. Of its 41,236 accounts, 22% are associated with high-net-worth investors who have at least $1 million in assets. The 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 for financial advice largely are based on which services are provided. However, fee types charged by Eagle Strategies LLC can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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
Mark Stratton Work History
Mark has 12 years of experience.
Tsg Financial Strategies, LLC
The Stratton Group, Inc
Eagle Strategies LLC
New York Life Insurance Co
Mark Stratton has no disclosures.
Please visit their SEC profile for more details.