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Collie Dicken Coburn

Eagle Strategies LLC

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About Collie Dicken Coburn

Collie Coburn is a registered investment advisor representative with Eagle Strategies LLC. Collie is licensed in multiple states and holds several industry credentials, including the Series 6, 7TO, 63 and 66 licenses. Collie has experience in the financial services industry since 2018 and provides a wide range of services, including financial planning, portfolio management for individuals, and educational seminars. In addition to Collie's role with Eagle Strategies, Collie is also the owner of Fulcrum Wealth and Insurance Solutions, LLC, a business selling New York Life products and services as well as brokering non-registered insurance products.

Firm Information

Collie Coburn 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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Collie Coburn’s Registration & Firm History

CA

01/09/2024 - Present

Eagle Strategies LLC (SANTA MARIA CA)

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Licenses & Designations

BOTH

Issued 08/28/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/09/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/02/2020

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/25/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Collie Dicken Coburn.
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