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James R Driscoll

Eagle Strategies LLC

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About James R Driscoll

James R Driscoll is a financial professional with over 20 years of experience in the industry. James has a broad range of experience across various firms, including Park Avenue Securities LLC, Guardian Investor Services LLC, and Sun Life of Canada (U.S.) Distributors, Inc. James currently works with Eagle Strategies LLC as an Investment Advisor Representative, and is registered as a Registered Representative and Investment Advisor Representative in Connecticut, Massachusetts, and New Hampshire. James focuses on providing financial planning and portfolio management services to individuals and corporations, and he is also a specialist in charitable organizations, pooled investment vehicles, and pension and profit-sharing plans.

Firm Information

James Driscoll 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

1050 HINGHAM STREET

ROCKLAND, MA 02370

$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 Driscoll’s Registration & Firm History

MA

04/18/2024 - Present

Eagle Strategies LLC (ROCKLAND MA)

MA

03/31/2015 - 01/04/2018

PARK AVENUE SECURITIES LLC (BOSTON MA)

MA

08/30/2001 - 03/31/2015

GUARDIAN INVESTOR SERVICES LLC (BOSTON MA)

MA

11/09/2000 - 03/09/2001

SUN LIFE OF CANADA (U.S.) DISTRIBUTORS, INC. (WELLESLEY HILLS MA)

MN

05/17/2000 - 10/13/2000

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

05/17/2000 - 10/13/2000

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

MA

11/23/1999 - 04/27/2000

SIGNATOR INVESTORS, INC. (BOSTON MA)

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Licenses & Designations

IA

Issued 4/1/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 1/10/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/2/2005

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 1/2/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 1/4/2018

SIE - Securities Industry Essentials Examination

BC

Issued 5/23/2000

Series 7 - General Securities Representative Examination

BC

Issued 11/22/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James R Driscoll.
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