Eagle Strategies LLC
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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
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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
Mark Stratton Work History
Mark has 12 years of experience.
Tsg Financial Strategies, LLC
Eagle Strategies LLC
New York Life Insurance Co
The Stratton Group, Inc
Mark Stratton has no disclosures.
Please visit their SEC profile for more details.