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Braden Lee Draggoo

Eagle Strategies LLC

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About Braden Lee Draggoo

Braden Lee Draggoo is a financial advisor at Eagle Strategies LLC. Braden has been in the financial services industry since 2010 and has a diverse background in insurance, real estate, and financial planning. Braden is registered with both FINRA and the state of Washington. Braden provides financial planning services to individuals, businesses, and charitable organizations. Braden is also a licensed insurance broker and offers a range of insurance products. Braden is committed to providing clients with personalized financial advice that helps them reach their goals.

Firm Information

Braden Draggoo is currently registered with Eagle Strategies LLC. Eagle Strategies LLC is an investment advisor headquartered in NEW YORK, NY. They offer a range of services including financial planning, pension consulting, educational seminars, and publication of periodicals. The firm manages assets for individuals, high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth clients. They also participate in wrap fee programs.
Eagle Strategies LLC

51 MADISON AVENUE

NEW YORK, NY 10010

$20.36B

Assets Under Management

6,070

Total Clients

2,031

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Braden Draggoo’s Registration & Firm History

WA

05/03/2019 - Present

Eagle Strategies LLC (WENATCHEE WA)

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Licenses & Designations

BOTH

Issued 04/27/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/31/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/20/2018

Series 7 - General Securities Representative Examination

BC

Issued 11/02/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Braden Lee Draggoo. Review regulatory record here.
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