Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julia? Claim Your ProfileJulia Lynne Mccray is a registered investment advisor representative with Eagle Strategies LLC, a firm that manages over $20 billion in assets. Julia has been active in the financial services industry since 2023. Julia holds a Series 66, Series 7TO, and SIE license. Julia is registered in 17 states and provides financial planning, pension consulting, and portfolio management for individuals and businesses. Julia is located in LEWISBURG, TN and is affiliated with Eagle Strategies LLC.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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TN
06/20/2024 - Present
Eagle Strategies LLC (LEWISBURG TN)
BOTH
Issued 6/4/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/29/2024
Series 7TO - General Securities Representative Examination
BC
Issued 7/13/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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