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Deborah Lopez Eagen

Stonex Advisors Inc.

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About Deborah Lopez Eagen

Deborah Lopez Eagen is a financial advisor at Stonex Advisors Inc. She is a registered representative of the firm, which is headquartered in Birmingham, Alabama. Deborah Eagen has been in the financial industry since 1995 and has worked for a number of other firms in the past. She specializes in providing financial planning, portfolio management and financial consulting services to individuals, businesses and charitable organizations. Stonex Advisors Inc. is an independent registered investment advisor that is committed to providing high-quality financial services to their clients.

Firm Information

Deborah Eagen is currently registered with Stonex Advisors Inc.. Stonex Advisors Inc. is a Registered Investment Advisor (RIA) based in Birmingham, Alabama with a strong national presence. They provide financial planning and consulting services to individuals, businesses, and charitable organizations. Stonex manages over $4.5 billion in assets, with a dedicated team of over 200 licensed agents, investment advisor representatives, and registered representatives.
Stonex Advisors Inc.

2 PERIMETER PARK SOUTH

BIRMINGHAM, AL 35243

$4.52B

Assets Under Management

48

Total Clients

241

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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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financial consulting services

Financial consulting services

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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Deborah Eagen’s Registration & Firm History

AL

09/23/2019 - Present

Stonex Advisors Inc. (BIRMINGHAM AL)

AL

09/18/2015 - 10/02/2019

AMERIPRISE FINANCIAL SERVICES, INC. (BIRMINGHAM AL)

AL

10/01/2013 - 09/08/2015

STIFEL, NICOLAUS & COMPANY, INCORPORATED (MONTGOMERY AL)

AL

02/22/2013 - 10/14/2013

STERNE, AGEE & LEACH, INC. (MONTGOMERY AL)

AL

08/16/2010 - 01/25/2013

MORGAN STANLEY (MONTGOMERY AL)

AL

06/19/2008 - 11/13/2009

COLONIAL BROKERAGE, INC. (MONTGOMERY AL)

AL

03/01/2006 - 10/06/2006

MORGAN STANLEY DW INC. (MONTGOMERY AL)

MO

06/02/2005 - 09/29/2005

WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (ST. LOUIS MO)

TX

07/24/2002 - 01/10/2005

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

GA

03/06/1998 - 09/24/2001

THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)

NY

02/06/1998 - 02/12/1998

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

GA

02/07/1997 - 01/27/1998

THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)

TX

02/06/1991 - 07/22/1996

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

GA

09/07/1990 - 02/27/1991

THE ROBINSON-HUMPHREY COMPANY INC. (ATLANTA GA)

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Licenses & Designations

BOTH

Issued 04/28/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/27/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/23/2003

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 06/16/2003

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/05/1990

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Deborah Lopez Eagen.
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