John Burrell (CRD# 7049820) is an Investment Advisor Representative working at Eagle Strategies LLC in Gardiner, ME and has over 4 years of experience in the finance industry.
CRD# 5157367
Lpl Financial LLC
CRD# 2029066
Osaic Wealth, Inc.
CRD# 5332031
J.m. Arbour, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eagle Strategies LLC | Gardiner, ME | Feb 2023 - Current | 1 |
| Nylife Securities, LLC | South Portland, ME | Jul 2019 - Current | 4 |
| New York Life Insurance Co | South Portland, ME | Dec 2018 - Current | 5 |
| Knights Of Columbus | New Haven, ME | Jul 2015 - Nov 2018 | 3 |
| Bowdoin College | Brunswick, ME | Jul 2012 - Jun 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2019 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2023 |
- ME
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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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