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Eric Dewon Chappell

Eagle Strategies LLC

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About Eric Dewon Chappell

Eric Chappell is a financial advisor at Eagle Strategies LLC. Eric is a registered Investment Advisor Representative in Alabama. Eric has been in the financial industry since February 17, 2007 and has held prior registrations with Mutual of Omaha Investor Services, Inc. Eric has passed the Series 6, 7, 63, and 66 exams and the SIE. Eric's specializations include insurance, mutual funds, variable annuities, fixed annuities, and retirement planning.

Firm Information

Eric Chappell 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

4121 CARMICHAEL ROAD

MONTGOMERY, AL 36106

$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 Chappell’s Registration & Firm History

AL

03/14/2023 - Present

Eagle Strategies LLC (MONTGOMERY AL)

AL

12/18/2006 - 04/28/2009

MUTUAL OF OMAHA INVESTOR SERVICES, INC. (MONTGOMERY AL)

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Licenses & Designations

BOTH

Issued 11/22/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 6/16/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 8/3/2016

Series 7 - General Securities Representative Examination

BC

Issued 12/16/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Eric Dewon Chappell.
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