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James Robert Vandre

Eagle Strategies LLC

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About James Robert Vandre

James Robert Vandre is a registered investment advisor representative with Eagle Strategies LLC. James has been in the financial services industry since June 11, 1994. James holds a Series 6, Series 7, Series 63, and Series 66 securities license. James has been registered in Ohio since January 25, 2007. In addition to his work with Eagle Strategies LLC, James is also a notary public and owns and operates Vandre Professional Properties, LLC.

Firm Information

James Vandre 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 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 09/13/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/28/2005

Series 7 - General Securities Representative Examination

BC

Issued 05/27/1994

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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