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Dean Charles Loftin

Eagle Strategies LLC

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About Dean Charles Loftin

Dean Charles Loftin is a registered investment advisor representative with Eagle Strategies LLC. Dean has been in the industry since February 10, 2000 and is licensed in 18 states. Dean specializes in providing financial planning, pension consulting, and educational seminars. Dean is a Series 66, Series 63, Series 7 and SIE licensed professional. In addition to his investment advisory role with Eagle Strategies, Dean is also an insurance broker, a partner with J. Lens Financial & Insurance Services, and a shareholder with NYLARC Holding Company, Inc.

Firm Information

Dean Loftin 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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Dean Loftin’s Registration & Firm History

TX

04/04/2016 - Present

Eagle Strategies LLC (AUSTIN TX)

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Licenses & Designations

BOTH

Issued 09/16/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/05/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/10/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Dean Charles Loftin. Review regulatory record here.
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