Christine Hoeller (CRD# 1074333) is an Investment Advisor Representative working at Eagle Strategies LLC in Houston, TX and has over 34 years of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eagle Strategies LLC | Houston, TX | Mar 2011 - Current | 13 |
| Nylife Securities Inc. | Houston, TX | Jun 2004 - Current | 19 |
| New York Life Insurance Company | Houston, TX | Apr 2004 - Current | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1989 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2011 |
- 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
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