Deborah Eagen is a registered investment advisor at Stonex Advisors INC., based in Birmingham, AL, with 30 years of industry experience. Deborah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 2 more. Their firm serves 9,843 clients with $5.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
StoneX Advisors' investment management fees are negotiated between you and your financial advisor, with a maximum of 2% of your portfolio's value annually (1.5% for annuity allocations). There's a minimum annual fee of $200, or $300 for Unified Managed Accounts. Fees are typically deducted from your account quarterly or monthly in advance, but can be arranged in arrears. If you end the agreement early, you'll receive a refund for any unearned fees.
Location
2120 16th Ave South, Suite 100, Birmingham, AL, 35205
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Regulatory History
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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Deborah works as a Registered Sales Assistant for RW Management LLC and DBA Roberts Wealth Management, both investment services firms. She dedicates full-time hours to each role, with a small amount of time during market hours.
Employment History
Current Registrations
Stonex Advisors INC.
Stonex Securities INC.Broker
Previous Registrations
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Sterne Agee Investment Advisors, INC.
Sterne, Agee & Leach, INC.Broker
Morgan Stanley
Morgan StanleyBroker
Colonial Brokerage, INC.Broker
Morgan Stanley Dw INC.Broker
Wachovia Securities Financial Network, LLCBroker
Charles Schwab & CO., INC.Broker
The Robinson-Humphrey Company, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
The Robinson-Humphrey Company, LLCBroker
Charles Schwab & CO., INC.Broker
The Robinson-Humphrey Company INC.Broker
State Registrations1 state
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.