Timothy
Mccollum
Eagle Strategies LLC
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About this Advisor
Timothy Mccollum is a chartered financial consultant operating in Vienna, Virginia with 3 years of relevant experience. Mccollum is currently employed by Eagle Strategies LLC. The advisor has gained experience at New York Life Insurance Company, Nylife Securities LLC, Offix LLC, Lps Consulting LLC, Eagle Strategies LLC, Eldenstreet Financial, LLC D.B.A. Eldenstreet Financial and Elden Street Financial LLC. Mccollum maintains Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Virginia. Eagle Strategies LLC is an advisory firm headquartered in New York, NY. The firm has offices in 828 locations and a total of 2,392 people on staff. It handles $17 billion in assets across its 87,580 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm provides services to 175 charities and foundations. Of its 87,580 client accounts, 17% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The business provides 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 typically vary depending on which service is offered. However, fee types billed by Eagle Strategies LLC can be comprised of any combination of 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
Timothy Mccollum Work History
Timothy has been registered as a financial advisor for 3 years.*
Eagle Strategies LLC
New York Life Insurance Company
Nylife Securities LLC
Eldenstreet Financial, LLC D.B.A. Eldenstreet Financial
Elden Street Financial LLC
Offix LLC
Lps Consulting 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 Timothy Mccollum 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
Johnston, RI
Edinburg, TX
Yakima, WA
Matthews, NC
Diana, TX
New York, NY
Arcadia, CA
Mansfield, TX
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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