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Stephen Mark Patton

Eagle Strategies LLC

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About Stephen Mark Patton

Stephen Patton is an investment advisor representative with Eagle Strategies LLC, located in Springfield, IL. Stephen has been in the industry since 2006 and has experience with investments, insurance, and financial planning. Stephen is registered with the states of California, Florida, Georgia, Illinois, Iowa, Missouri, Nebraska, and Oklahoma. Stephen has a Series 6, 7, 63, and 66 licenses and holds the SIE designation. Stephen is also registered with the Financial Industry Regulatory Authority (FINRA).

Firm Information

Stephen Patton 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

2144 S MACARTHUR BLVD

SPRINGFIELD, IL 62704

$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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Stephen Patton’s Registration & Firm History

IL

01/29/2020 - Present

Eagle Strategies LLC (SPRINGFIELD IL)

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Licenses & Designations

BOTH

Issued 1/9/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 9/29/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 1/31/2018

Series 7 - General Securities Representative Examination

BC

Issued 9/21/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Stephen Mark Patton. Review regulatory record here.
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