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Timothy Coles Carter

Eagle Strategies LLC

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About Timothy Coles Carter

Timothy Coles Carter is an investment advisor representative at Eagle Strategies LLC. Timothy has been in the financial industry since November 13, 1983, and is registered in 7 states including Arizona, California, Nevada, Oregon, Texas, and Utah. Timothy holds Series 6, 22, 63, and 65 licenses and the SIE. Timothy specializes in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management. Timothy also provides other non-registered insurance products.

Firm Information

Timothy Carter 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

LAGUNA BEACH, CA

$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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Timothy Carter’s Registration & Firm History

CA

02/28/2006 - Present

Eagle Strategies LLC (LAGUNA BEACH CA)

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Licenses & Designations

IA

Issued 2/13/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 1/27/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 6/19/1985

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 11/9/1983

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Timothy Coles Carter. Review regulatory record here.
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