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Kimberly Mckown

Eagle Strategies LLC

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About Kimberly Mckown

Kimberly McKown is a financial advisor with Eagle Strategies LLC, based in Waltham, MA. Kimberly is a registered investment advisor and holds Series 7, 63, and SIE licenses. Kimberly specializes in financial planning, portfolio management for individuals, and providing educational seminars. Kimberly has been in the financial services industry since 1987. Kimberly is also a Chartered Financial Consultant. Kimberly currently works with clients of all types including individuals, high-net-worth individuals, businesses, corporations, charitable organizations, and pension and profit-sharing plans.

Firm Information

Kimberly Mckown 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

201 JONES ROAD

WALTHAM, MA 02451

$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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Kimberly Mckown’s Registration & Firm History

MA

02/12/2018 - Present

Eagle Strategies LLC (WALTHAM MA)

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Licenses & Designations

BC

Issued 4/30/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 4/25/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kimberly Mckown.
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