Paul Peele, financial advisor Norfolk VA
96 score

Paul Peele

CRD 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 31 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Eagle Strategies LLC Norfolk, VA Mar 2010 - Current 6
Nylife Securities Inc. New York, NY Jul 1984 - Current 32
New York Life Insurance Company Norfolk, VA Jan 1984 - Current 32
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1985
Contact Info for Paul T. Peele
Phone Number: (888) 695-3245
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    5,154
    MILLIONS
  • Total Number of Accounts
    29,837
    ACCOUNTS
  • Average Account Value
    $172,747
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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