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James Robert Vandre

Eagle Strategies LLC

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About James Robert Vandre

James Robert Vandre has been in the financial industry since June 1994. James Robert Vandre is a registered representative of Eagle Strategies LLC in MARYSVILLE, OH. James Robert Vandre has been registered with Eagle Strategies LLC since January 2007. James Robert Vandre is also a registered investment advisor representative of Eagle Strategies LLC in MARYSVILLE, OH. James Robert Vandre has been registered with Eagle Strategies LLC as an investment advisor representative since January 2007. James Robert Vandre has passed the Series 6, Series 7, Series 63, Series 66, and SIE exams. James Robert Vandre has been registered with FINRA for 17 years and has 8 approved state registrations. James Robert Vandre specializes in providing financial planning, pension consulting, and educational seminars.

Firm Information

James Vandre 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

333 SOUTH MAIN STREET

MARYSVILLE, OH 43040

$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 Vandre’s Registration & Firm History

OH

01/25/2007 - Present

Eagle Strategies LLC (MARYSVILLE OH)

OH

06/02/1994 - 10/19/2006

THRIVENT INVESTMENT MANAGEMENT INC. (MARYSVILLE OH)

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Licenses & Designations

BOTH

Issued 10/24/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 9/13/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 1/28/2005

Series 7 - General Securities Representative Examination

BC

Issued 5/27/1994

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 Robert Vandre.
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