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Francis James Claire

Double Eagle Partners, LLC

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About Francis James Claire

Francis James Claire is an investment advisor representative at Double Eagle Partners, LLC based in Matthews, NC. Francis has been in the financial industry for over 16 years and holds Series 7, 24, 63 and 66 licenses. Francis specializes in providing investment advice to individuals and offers portfolio management services. Francis has a strong background in the financial services industry and is committed to helping clients achieve their financial goals.

Firm Information

Francis Claire is currently registered with Double Eagle Partners, LLC. Double Eagle Partners, LLC is an investment advisor headquartered in New York, New York, registered with the SEC and offering services to individuals other than high-net-worth individuals. They have 1 investment advisor representative and manage approximately $19.6 million in regulatory assets.

$19.61M

Assets Under Management

Not reported

Total Clients

1

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Flat quarterly retainer fees

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Francis Claire’s Registration & Firm History

NC

08/26/2022 - Present

Double Eagle Partners, LLC (MATTHEWS NC)

SC

05/20/2019 - 04/13/2022

LPL FINANCIAL LLC (FORT MILL SC)

NY

03/22/2014 - 01/12/2017

MIZUHO SECURITIES USA INC. (NEW YORK NY)

NC

01/01/2005 - 01/19/2006

EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)

NA

11/15/1989 - 10/17/1990

PRINTON, KANE GROUP, INC.

NA

01/23/1989 - 05/23/1989

BERSEC INTERNATIONAL CORPORATION

NA

11/18/1986 - 12/20/1988

BEAR, STEARNS & CO. INC.

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Licenses & Designations

BOTH

Issued 07/26/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/12/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/09/2020

Series 24 - General Securities Principal Examination

BC

Issued 01/12/2017

SIE - Securities Industry Essentials Examination

BC

Issued 03/21/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Francis James Claire.
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