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James C Friendly

Eagle Strategies LLC

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About James C Friendly

James C Friendly is a financial advisor with Eagle Strategies LLC in Addison, TX. James has been working in the financial industry for over 20 years, and his previous firms include Raymond James Financial Services, Inc., and Raymond James & Associates, Inc. James holds the Series 7, Series 24, Series 53 and Series 66 licenses and provides a variety of financial planning and advisory services. James is focused on helping clients achieve their financial goals, whatever they may be.

Firm Information

James Friendly 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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James Friendly’s Registration & Firm History

TX

02/20/2008 - Present

Eagle Strategies LLC (ADDISON TX)

FL

09/09/2003 - 01/31/2005

RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)

FL

08/23/2001 - 08/18/2003

RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)

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Licenses & Designations

BOTH

Issued 01/28/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/29/2008

Series 53 - Municipal Securities Principal Examination

BC

Issued 11/05/2007

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/10/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James C Friendly.
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