Christopher Cloutier (CRD# 1854056) is an Investment Advisor Representative working at Eagle Strategies LLC in Hadley, MA and has over 35 years of experience in the finance industry.
CRD# 4385290
Lpl Financial LLC
CRD# 6423673
Ubs Financial Services Inc.
CRD# 1748546
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Retiree Financial And Insurance Service | South Hadley, MA | Jun 2012 - Current | 11 |
| Nylife Securities Inc. | Waltham, MA | Feb 1991 - Current | 33 |
| New York Life | Waltham, MA | Nov 1990 - Current | 33 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1988 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2001 |
- MA
- TX
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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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