Kurt Rahe (CRD# 5304923) is an Investment Advisor Representative working at Eagle Strategies LLC in Huntsville, AL and has over 16 years of experience in the finance industry.
CRD# 4169767
Lpl Financial LLC
CRD# 2106004
Raymond James Financial Services Advisors, Inc.
CRD# 6238002
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eagle Strategies LLC | Atlanta, GA | Nov 2019 - Current | 4 |
| Nylife Securities LLC | Atlanta, GA | Jul 2019 - Current | 4 |
| New York Life Insurance Company | Atlanta, GA | May 2019 - Current | 4 |
| Unemployed | Birmingham, AL | Oct 2018 - Apr 2019 | < 1 |
| Mml Investors Services, LLC | Springfield, MA | Apr 2017 - Oct 2018 | 1 |
| Massachusetts Mutual Life Insurance Company | Springfield, MA | Mar 2017 - Oct 2018 | 1 |
| Hornor Townsend & Kent Inc. | Horsham, PA | Apr 2016 - Mar 2017 | < 1 |
| Penn Mutual Life Ins Co | Horsham, PA | Feb 2016 - Mar 2017 | 1 |
| Sagepoint Financial Inc. | Birmingham, AL | Jun 2014 - Feb 2016 | 1 |
| Metropolitan Life Insurance Company | Birmingham, AL | Mar 2007 - May 2014 | 7 |
| Metlife Securities Inc. | Birmingham, AL | Mar 2007 - May 2014 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2007 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2008 |
- AL
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Total Assets Under Management20,358MILLIONS
-
Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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