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Eric Alan Gibboney

Eagle Strategies LLC

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About Eric Alan Gibboney

Eric Gibboney is an active investment advisor representative, currently registered with Eagle Strategies LLC. Eric has been in the industry since 2014. Eric has a series 65 license, allowing them to offer investment advisory services. They also hold a series 7, 63, and SIE license. Eric is registered to offer investment advisory services in California. Their firm, Eagle Strategies LLC, is based in New York, NY. They offer financial planning, portfolio management for individuals, pension consulting, educational seminars, publication of periodicals, and selection of other advisors to a variety of clients. Eric has been a registered representative for Eagle Strategies since 2018.

Firm Information

Eric Gibboney is currently registered with Eagle Strategies LLC. Eagle Strategies LLC is an investment advisor headquartered in New York, NY. The firm provides a range of services, including financial planning, pension consulting, educational seminars, and publication of periodicals. They manage assets for individuals, high-net-worth individuals, corporations, and charitable organizations. Eagle Strategies has over 1,998 registered representatives and manages over $20 billion in assets.
Eagle Strategies LLC

149 STONEY CIRCLE

SANTA ROSA, CA 95401

$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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Eric Gibboney’s Registration & Firm History

CA

10/29/2018 - Present

Eagle Strategies LLC (SANTA ROSA CA)

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Licenses & Designations

IA

Issued 10/24/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 7/15/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 6/6/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Eric Alan Gibboney.
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