Paul PeeleCRD Number: 1315499
Current Firm: Eagle Strategies LLC
Paul Peele (CRD# 1315499) is an Investment Advisor Representative working at Eagle Strategies LLC in Norfolk, VA and has over 32 years of experience in the finance industry.
Pathway Financial Planning, Inc.
Lincoln Financial Advisors Corporation
Virginia Capital Management Group Inc.
|Eagle Strategies LLC||Norfolk, VA||Mar 2010 - Current||7|
|Nylife Securities Inc.||New York, NY||Jul 1984 - Current||33|
|New York Life Insurance Company||Norfolk, VA||Jan 1984 - Current||34|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1985|
Total Assets Under Management5,154MILLIONS
Total Number of Accounts29,837ACCOUNTS
Average Account Value$172,747
- 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