linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Kristi Lynn Cain

Eagle Strategies LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Kristi? Claim Your Profile

About Kristi Lynn Cain

Kristi Lynn Cain is a financial professional with over 15 years of experience in the industry. Kristi is currently registered with Eagle Strategies LLC in Houston, Texas. Kristi is a Chartered Financial Consultant and holds a Series 6, 7, 26, and 63 license. Kristi has experience working with high-net-worth individuals, corporations, and charitable organizations. Kristi specializes in providing financial planning, portfolio management, and educational seminars.

Firm Information

Kristi Cain is currently registered with Eagle Strategies LLC. Eagle Strategies LLC is an investment advisor headquartered in NEW YORK, NY. They offer a range of services including financial planning, pension consulting, educational seminars, and publication of periodicals. The firm manages assets for individuals, high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth clients. They also participate in wrap fee programs.
Eagle Strategies LLC

51 MADISON AVENUE

NEW YORK, NY 10010

$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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Kristi Cain’s Registration & Firm History

TX

02/27/2023 - Present

Eagle Strategies LLC (HOUSTON TX)

NY

07/24/2008 - 10/31/2008

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

Not sure if Kristi Lynn Cain is right for you?

Licenses & Designations

BC

Issued 06/11/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/30/2010

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 07/16/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/23/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kristi Lynn Cain.
Not sure if Kristi Lynn Cain is right for you?