linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

William Gordon French

Eagle Strategies LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you William? Claim Your Profile

About William Gordon French

William Gordon French is a financial advisor with Eagle Strategies LLC, a firm registered with the Securities and Exchange Commission. William is also associated with BluePoint Financial, LLC for the purpose of servicing its insurance and financial product clients. William has been a financial advisor since June 2021. William holds the Series 7TO and Series 66 licenses. William is licensed in Maryland as both a broker-dealer and an investment advisor. William has experience in a variety of financial services, including financial planning, pension consulting, and educational seminars. William specializes in serving high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth. William is committed to providing his clients with personalized financial advice and guidance.

Firm Information

William French 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

6901 ROCKLEDGE DRIVE

BETHESDA, MD 20817

$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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

William French’s Registration & Firm History

MD

05/17/2023 - Present

Eagle Strategies LLC (BETHESDA MD)

Not sure if William Gordon French is right for you?

Licenses & Designations

BOTH

Issued 5/11/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 1/6/2023

Series 7TO - General Securities Representative Examination

BC

Issued 9/6/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Gordon French.
Not sure if William Gordon French is right for you?