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Randall Eric Ladue

Eagle Strategies LLC

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About Randall Eric Ladue

Randall Ladue is a financial advisor with over 23 years of experience in the industry. Randall has a strong background in financial planning and investment management. He has a Series 66 and Series 63 license and has passed the General Securities Principal Examination (Series 24). Randall currently works for Eagle Strategies LLC, a firm with 1534 licensed agents, 1878 investment adviser representatives, 1998 registered representatives, 1982 investment advisory functions, and 8 advisor representatives for other investment advisors. The firm has a total of 95,287 client accounts with approximately $20,357,746,578 in assets under management.

Firm Information

Randall Ladue 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.

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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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Randall Ladue’s Registration & Firm History

CA

07/31/2024 - Present

Eagle Strategies LLC (ROSEVILLE CA)

ID

03/23/2022 - 01/16/2024

THRIVENT INVESTMENT MANAGEMENT INC. (Boise ID)

ID

04/19/1999 - 03/08/2022

NYLIFE SECURITIES LLC (BOISE ID)

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Licenses & Designations

BOTH

Issued 04/08/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/19/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/27/2012

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/17/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 6 public disclosures for Randall Eric Ladue. Review regulatory record here.
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