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Robert John Ahearn

Eagle Strategies LLC

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About Robert John Ahearn

Robert Ahearn is a financial advisor who has been in the industry since April 18, 2004. He is currently registered with Eagle Strategies LLC in Addison, Texas. Previously, Robert Ahearn was registered with Transamerica Financial Advisors, Inc., Princor Financial Services Corporation, H.D. Vest Investment Services, Cantella & Co., Inc., and Morgan Stanley DW Inc.

Firm Information

Robert Ahearn 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

15305 DALLAS PARKWAY

ADDISON, TX 75001

$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 Ahearn’s Registration & Firm History

TX

01/09/2017 - Present

Eagle Strategies LLC (ADDISON TX)

CA

07/23/2013 - 09/06/2016

TRANSAMERICA FINANCIAL ADVISORS, INC (LOS ANGELES CA)

CA

05/01/2012 - 07/09/2013

PRINCOR FINANCIAL SERVICES CORPORATION (IRVINE CA)

CA

11/25/2009 - 05/07/2012

H.D. VEST INVESTMENT SERVICES (LAGUNA HILLS CA)

MA

11/10/2005 - 04/08/2008

CANTELLA & CO., INC. (WORCESTER MA)

NY

04/30/2002 - 08/29/2005

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 5/13/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 5/31/2002

Series 31 - Futures Managed Funds Examination

BC

Issued 4/29/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert John Ahearn.
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