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Robert Joe Adams

Eagle Strategies LLC

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About Robert Joe Adams

Robert Adams is a financial advisor at Eagle Strategies LLC. Robert has been in the industry since December 2022. Robert is registered with the Securities and Exchange Commission as a registered representative. Robert is also registered in 18 states. Robert holds the Series 7TO and SIE licenses. Robert specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services. Robert has over 6 years of experience in the financial industry. Robert is a knowledgeable and experienced financial advisor.

Firm Information

Robert Adams 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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Robert Adams’s Registration & Firm History

VA

03/27/2023 - Present

Eagle Strategies LLC (VIENNA VA)

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Licenses & Designations

BOTH

Issued 03/24/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/20/2022

Series 7TO - General Securities Representative Examination

BC

Issued 11/23/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Joe Adams.
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