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Eagle Financial Strategies CRD 138825
$146M regulatory AUM 1 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One Cumberland Place Suite 204, Bangor, ME 04401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2020-05-28 |
| ME | RA | APPROVED | 2019-02-15 |
Branch Locations
One Cumberland Place Suite 204, Bangor, ME 04401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Bangor | ME | 04/2008 | 02/2019 |
| Camden National Bank | Bangor | ME | 03/2008 | 02/2019 |
| Eagle Financial Strategies | Bangor | ME | 02/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-07-19 |
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