AV
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
2253 advisors
Number of Clients
111,361 clients
Average Client Portfolio
$228K average
Assets Under Management
$25.4B
Fee Structure
This brochure describes various advisory programs offered by Eagle Strategies. Fees and compensation details can be found in Eagle's Firm Disclosure Brochure at https://www.eaglestrategies.com/disclosures/. The brochure also mentions 12b-1 fees and shareholder service fees that may be received by NYLIFE Securities and credited to client accounts.
Areas of Practice
Investment ManagementFinancial Planning & Coaching
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Advisor Information
Office location
3424 Chicago Drive, Suite 203, Hudsonville, MI, 49426
Get directionsRegulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2012Denied
Other Business ActivitiesSells Insurance
Aaron is involved in insurance brokering with outside carriers, dedicating a few hours per week. He also operates under the DBA name of Affinity Financial Group to sell New York Life products and broker non-registered insurance products since 2017.
Employment History
Current Registrations
Eagle Strategies LLC
May 2018 - Present · 7 yrs 8 mos
Nylife Securities LLCBroker
December 2016 - Present · 9 yrs 1 mo
Previous Registrations
Signator Investors, INC.Broker
October 2002 - December 2016 · 14 yrs 2 mos
State Registrations13 states
CACOFLILINKSMIMNNCNVOHVAWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.