Rolandus
Johnson
Eagle Strategies LLC
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About this Advisor
Rolandus Johnson is a financial advisor based out of Waco, Texas with 4 years of relevant experience. Johnson is on the advisory team at Eagle Strategies LLC. Over the course of their career, Johnson has held roles at Bbva Securities Inc, Compass Bank, Edward Jones, Sprint Corporation, Bbva Compass Insurance Agency, Inc, Bbva Wealth Solutions Inc, New York Life Insurance Co, Nylife Securities LLC, Customer Contact Channels and Eagle Strategies LLC. Johnson holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to advise clients in Texas. Eagle Strategies LLC is a company that has its headquarters in New York, NY. The company has offices in 828 locations and a total of 2,392 employees. It administers $17 billion in assets between its 87,580 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm serves 175 charities and foundations. Of its 87,580 customer accounts, 17% are held by high-net-worth clients who have greater than $1 million in assets. The business performs 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. Financial management fee schedules are based on the financial services. However, fee types charged by Eagle Strategies LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Eagle Strategies LLC Brokerage Details
$16,667,263,900
2,392
87,580
$190,309
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
Rolandus Johnson Work History
Rolandus has been registered as a financial advisor for 4 years.*
Eagle Strategies LLC
New York Life Insurance Co
Nylife Securities LLC
Customer Contact Channels
Bbva Wealth Solutions Inc
Bbva Securities Inc
Compass Bank
Bbva Compass Insurance Agency, Inc
Edward Jones
Sprint Corporation
*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 Rolandus Johnson 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
South Jordan, UT
Baton Rouge, LA
Roseville, CA
Nashua, NH
Matthews, NC
Lincoln, NE
San Jose, CA
San Mateo, CA
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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