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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Neely German Financial Services 7 months, 1 week May 2016 - Present
Harbor Financial Group 7 years, 8 months Apr 2009 - Present
New York Life Insurance Company 14 years, 2 months Oct 2002 - Present
Are You
Kyle Philip German?
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Designations & Memberships

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Articles and Answers

Insights by Kyle German

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    1
  • as of date
    Oct 28, 2016
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Oct 27, 2016
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Eagle Strategies LLC

Last updated on Nov. 23, 2016
    • $5.2B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 30K
      Accounts
    • $172.7K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
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