James Eagan (CRD# 6008578) is an Investment Advisor Representative working at Key Investment Services LLC in West Springfield, MA and has over 11 years of experience in the finance industry.
CRD# 4297910
Milestone Asset Management Group, LLC
CRD# 2756063
Advice And Planning Services
CRD# 4385290
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Key Investment Services LLC | Manchester, CT | Mar 2017 - Current | 7 |
| Key Investment Services LLC | Manchester, CT | Jan 2017 - Mar 2017 | < 1 |
| Key Bank | Manchester, CT | Sep 2016 - Mar 2017 | < 1 |
| Key Investment Services LLC | Manchester, CT | Sep 2016 - Jan 2017 | < 1 |
| Lpl Financial | Mansfield, CT | Dec 2011 - Sep 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2012 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2017 |
- CT
-
Total Assets Under Management4,188MILLIONS
-
Total Number of Accounts26,437ACCOUNTS
-
Average Account Value$158,412
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY
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