Best Investors Account Sign in

Barbara Alida Whitmore

Eagle Strategies LLC

North Ridgeville, OH

CRD 4486167

Claim This Profile
Employer firm

Eagle Strategies LLC CRD 110826

$32.0B regulatory AUM 6,662 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Eagle Strategies Llc

51 Madison Avenue 12Th Floor, New York, NY 10010 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2011-11-03
  • OH RA
    APPROVED
    Since 2011-11-03

Branch Locations

North Ridgeville, OH • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
New York Life Insurance Company Seven Hills OH 07/2002 Present
Eagle Strategies Llc Seven Hills OH 11/2011 Present
  • 07/2002 → Present
    New York Life Insurance Company
    Seven Hills, OH
  • 11/2011 → Present
    Eagle Strategies Llc
    Seven Hills, OH
Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products; commissions; insurance related]

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-11-02
S63 Uniform Securities Agent State Law Examination 2005-09-09
  • S65 Uniform Investment Adviser Law Examination
    2011-11-02
  • S63 Uniform Securities Agent State Law Examination
    2005-09-09
Other Names
  • Barbara Alide Perry

View on SEC IAPD

More in North Ridgeville, OH

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor