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Joshua Lerma

Eagle Strategies LLC

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About Joshua Lerma

Joshua Lerma is a registered representative with Eagle Strategies LLC. Joshua has been in the industry since 2019 and is licensed to provide investment advisory services in Texas. Joshua is also licensed to provide insurance brokering services. Joshua has passed the Series 7, Series 63, Series 66 and SIE exams. Joshua's specializations include providing services to high net worth individuals, charitable organizations, corporations, and individuals other than high net worth. Joshua is currently licensed in Alabama, California, and Texas.

Firm Information

Joshua Lerma 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

8000 IH 10 WEST

SAN ANTONIO, TX 78230

$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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Joshua Lerma’s Registration & Firm History

TX

09/03/2024 - Present

Eagle Strategies LLC (SAN ANTONIO TX)

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Licenses & Designations

BOTH

Issued 8/31/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 2/26/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 8/17/2024

Series 7TO - General Securities Representative Examination

BC

Issued 12/18/2019

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

BC

Issued 11/14/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joshua Lerma.
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