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Andrew Martin

Financial planning for individuals and businesses

Eagle Strategies LLC

Pensacola

FL

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Overview

Services

Advisor Services

There is no Services data available to display at this time.

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Eagle Strategies LLC 8 months, 3 weeks Sep 2018 - Present
Emerald Coast Wealth Strategies, LLC 3 years, 4 months Sep 2015 - Jan 2019
Atlas Financial Strategies, LLC 4 years, 4 months Jan 2015 - Present
New York Life Insurance 7 years, 7 months Oct 2011 - Present
Nylife Securities LLC 7 years, 7 months Oct 2011 - Present
Self Employed 10 years, 3 months Aug 2001 - Nov 2011

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Andrew Martin

Retaining key employees: Stay Bonus
Published 2019-01-21 11:10:26
Invest in Real Estate within Your IRA
Published 2019-01-21 11:08:15
    *Articles are published by advisors without compensation.

    Answers

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    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      May 23, 2019
    FINRA
    FINRA
    • license status
      Registered
    • disclosures
      None
    • as of date
      May 23, 2019
    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 July 10, 2017
      • $6.6B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 35K
        Accounts
      • $187.7K
        Estimated Average Account Balance

    Fees

    Types of Compensation Arrangements

    • Percentage Of Assets
    • Hourly Charges
    • Fixed Fees