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John Knox Mccallum

Eagle Strategies LLC

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About John Knox Mccallum

John Knox Mccallum is a financial professional with over 30 years of experience in the financial services industry. John is currently registered with Eagle Strategies LLC, a firm with a long history of providing investment advice and financial planning services. John is also registered as an investment advisor representative in South Carolina. John holds a Series 63 and Series 6 license, as well as the Securities Industry Essentials Examination (SIE). John has a strong track record of success in helping clients achieve their financial goals. John specializes in working with high-net-worth individuals, families, and businesses. John provides a range of services, including financial planning, investment management, and retirement planning. John is committed to providing clients with personalized financial advice and exceptional service.

Firm Information

John Mccallum 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

300 EXECUTIVE CENTER DRIVE

GREENVILLE, SC 29615

$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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John Mccallum’s Registration & Firm History

SC

01/22/2024 - Present

Eagle Strategies LLC (GREENVILLE SC)

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Licenses & Designations

BC

Issued 4/14/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 3/15/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for John Knox Mccallum. Review regulatory record here.
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