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Tate Felton

Eagle Strategies LLC

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About Tate Felton

Tate Felton is an investment advisor representative with Eagle Strategies LLC and has been in the financial services industry since August 2, 2020. Tate is registered as an investment advisor representative in Iowa and Texas, and as a securities agent in Arizona, Iowa, Kansas, Missouri, Oklahoma and Texas. Tate specializes in financial planning, pension consulting and portfolio management for individuals.

Firm Information

Tate Felton 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

203 West Jackson Street

Corydon, IA 50060

$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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Tate Felton’s Registration & Firm History

IA

03/25/2024 - Present

Eagle Strategies LLC (Corydon IA)

IA

07/20/2020 - 02/05/2024

PARK AVENUE SECURITIES LLC (CLIVE IA)

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Licenses & Designations

IA

Issued 12/18/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/16/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 7/20/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 2/24/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tate Felton.
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