HG
ChFC
HG
ChFC

Handan Gencogluer

40 Years of Experience
Vienna, VA
Broker

Handan Gencogluer is a ChFC-designated registered investment advisor at Eagle Strategies LLC, based in Vienna, VA, with 40 years of industry experience. Handan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 111,361 clients with $25B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2404 advisors
Number of Clients
111,361 clients
Average Client Portfolio
$228K average
Assets Under Management
$25.4B

Fee Structure

Eagle Strategies offers investment advice through several programs:

  • Co-Advisory Program: Eagle's fees range from 0% to 1.25% of your portfolio, in addition to the co-advisor's fees.
  • New York Life Premier Advisory Variable Annuity: Eagle's advisory fee ranges from 0% to 1% of the annuity's value during the accumulation phase. This fee does not apply during the annuitization phase.
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Location

8075 Lessburg Pike, Suite 400, Vienna, VA, 22182

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Eagle Strategies LLC
July 2014 - Present · 11 yrs 10 mos
Nylife Securities LLCBroker
May 2014 - Present · 12 yrs
Previous Registrations
Park Avenue Securities LLC
August 2011 - January 2014 · 2 yrs 5 mos
Park Avenue Securities LLCBroker
August 2011 - January 2014 · 2 yrs 5 mos
Metlife Securities INC.
June 1999 - May 2011 · 11 yrs 11 mos
Metlife Securities INC.Broker
May 1985 - May 2011 · 26 yrs
Metropolitan Life Insurance CompanyBroker
May 1985 - July 2007 · 22 yrs 2 mos
State Registrations3 states
DCMDVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.