Erin Flower, financial advisor Oak Harbor OH
93 score

Erin Flower

CRD Number: 4458410
Current Firm: Eagle Strategies LLC

Erin Flower (CRD# 4458410) is an Investment Advisor Representative working at Eagle Strategies LLC in Oak Harbor, OH and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Eagle Strategies LLC Oak Harbor, OH May 2008 - Current 9
St. Bonore Financial Services Oak Harbor, OH Dec 2004 - Current 12
New York Life Toledo, OH Sep 2001 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2002
S65 NASAA Investment Advisors Law Examination Mar 2008
Contact Info for Erin R. Flower
Phone Number: (888) 695-3245
Registered State(s):
  • OH
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
93
Clean Record
This advisor has a clean track record with regulators.

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