Kevin Friddle, financial advisor Lincoln MI

Kevin Friddle

CRD Number: 5509653
Current Firm: Eagle Strategies LLC

Kevin Friddle (CRD# 5509653) is an Investment Advisor Representative working at Eagle Strategies LLC in Lincoln, MI and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Eagle Strategies LLC Grand Rapids, MI Sep 2020 - Current 3
Nylife Securities LLC Grand Rapids, MI Jul 2020 - Current 3
New York Life Insurance Co Grand Rapids, MI Jul 2020 - Current 3
The Huntington Investment Company Alpena, MI Jun 2018 - Jul 2020 2
Cuso Financial Services, LP San Diego, CA Feb 2014 - Jun 2018 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2008
Contact Info for Kevin L. Friddle
Phone Number: (888) 695-3245
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    16,667
    MILLIONS
  • Total Number of Accounts
    87,580
    ACCOUNTS
  • Average Account Value
    $190,309
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, WY

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