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Kevin Lee Friddle

Eagle Strategies LLC

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About Kevin Lee Friddle

Kevin Lee Friddle is a registered investment advisor representative with Eagle Strategies LLC. Kevin Friddle has been in the industry since 2008 and has experience with The Huntington Investment Company, CUSO Financial Services, L.P., and Edward Jones. Kevin Friddle is licensed in Michigan and Maryland, and holds the Series 66, Series 7 and SIE exams. Kevin Friddle's specializations include providing financial planning, pension consulting, and educational seminars.

Firm Information

Kevin Friddle 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

4159 HAZEL ROAD

LINCOLN, MI 48742

$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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Kevin Friddle’s Registration & Firm History

MI

01/25/2024 - Present

Eagle Strategies LLC (LINCOLN MI)

MI

07/06/2018 - 07/10/2020

THE HUNTINGTON INVESTMENT COMPANY (ALPENA MI)

MI

02/12/2014 - 06/11/2018

CUSO FINANCIAL SERVICES, L.P. (ALPENA MI)

MI

05/19/2008 - 02/11/2014

EDWARD JONES (TAWAS CITY MI)

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Licenses & Designations

BOTH

Issued 5/30/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 5/16/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kevin Lee Friddle.
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