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Steven Dale Ingram

Eagle Strategies LLC

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About Steven Dale Ingram

Steven Ingram is a financial advisor with Eagle Strategies LLC in Tampa, Florida. Steven has been in the financial services industry since April 17, 1988. Steven offers financial planning, pension consulting, and portfolio management for individuals and businesses. Steven also provides educational seminars and publication of periodicals. Steven is a Chartered Financial Consultant and holds Series 6, Series 22, Series 65, and SIE licenses. Steven has been with Eagle Strategies LLC since February 2018.

Firm Information

Steven Ingram 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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Steven Ingram’s Registration & Firm History

FL

04/24/2018 - Present

Eagle Strategies LLC (TAMPA FL)

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Licenses & Designations

IA

Issued 12/18/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/02/1989

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 04/15/1988

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Steven Dale Ingram. Review regulatory record here.
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