Crystal Knuttgen (CRD# 6707893) is an Investment Advisor Representative working at Eagle Strategies LLC in Vinton, VA and has over 7 years of experience in the finance industry.
CRD# 6307186
Raymond James Financial Services Advisors, Inc.
CRD# 2238939
Mutual Of Omaha Investor Services, Inc.
CRD# 4073561
Eagle Strategies LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eagle Strategies LLC | Vinton, VA | Oct 2020 - Current | 3 |
| Nylife Securities LLC | Roanoke, VA | Nov 2016 - Current | 7 |
| The Conner Group | Vinton, VA | Nov 2016 - Current | 7 |
| New York Life Ins Co | Roanoke, VA | Sep 2016 - Current | 7 |
| Vfp, Inc. | Salem, VA | Feb 2002 - Nov 2016 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2016 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2020 |
- VA
-
Total Assets Under Management20,358MILLIONS
-
Total Number of Accounts95,287ACCOUNTS
-
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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