Advisor at Eagle Financial Strategies
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Eagle Financial Strategies
Location
Bangor, ME 04401
Credentials
Series 63, Series 65
Industry experience
29 years
Fixed fees for simple financial plans, amount varies based on estimated time
$0 - $249,999: 1.25% $250,000 - $499,999: 1.15% $500,000 - $999,999: 1.00% $1,000,000 - $2,999,999: 0.85% $3,000,000+: 0.75%
$100 to $150 per hour
Eagle Financial Strategies
2023 - Present (3 years)
American Independent Securities Group, LLC
2022 - 2022 (1 year)
Key Investment Services LLC
2012 - 2022 (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Bangor, ME
Edward Jones
Series 66
Bangor, ME
Edward Jones
CFP®, Series 66
Bangor, ME
Warren Financial, LLC
Series 65
Bangor, ME
Nichols Investment Management
Series 66
Bangor, ME
Oldfield Wealth Partners
Series 63, Series 65
Bangor, ME
SyntheticFi LLC
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