Barry Eastman (CRD# 4769177) is an Investment Advisor Representative working at Eagle Strategies LLC in Greeley, CO and has over 14 years of experience in the finance industry.
CRD# 6262403
Raymond James & Associates, Inc.
CRD# 2896350
Ubs Financial Services Inc.
CRD# 5790901
Wells Fargo Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| United Soccer Club | Loveland, CO | Jan 2017 - Current | 7 |
| High Point Financial Group, LLC | Fort Collins, CO | Jun 2014 - Current | 9 |
| Eagle Strategies LLC | Fort Collings, CO | Mar 2014 - Current | 10 |
| Nylife Securities LLC | Arvada, CO | Dec 2010 - Current | 13 |
| New York Life Insurance | Arvada, CO | Oct 2010 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2012 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2010 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2014 |
- CO
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Total Assets Under Management20,358MILLIONS
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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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