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Thomas Drynan

34 Years of Experience
Spokane, WA
1 DisclosureBrokerSells Insurance

Thomas Drynan is a registered investment advisor at Eagle Strategies LLC, based in Spokane, WA, with 34 years of industry experience. Thomas 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

7307 N. Division Street, Suite 315, Spokane, WA, 99208

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2004
Settled
Other Business ActivitiesSells Insurance

Thomas is appointed with various outside insurance carriers, brokering non-registered insurance products through Drynan Strategic Financial Solutions. He is also an investment advisor affiliated with Eagle Strategies.

Employment History
Current Registrations
Eagle Strategies LLC
February 2000 - Present · 26 yrs 3 mos
Nylife Securities LLCBroker
September 1991 - Present · 34 yrs 8 mos
State Registrations21 states
ALAZCACOFLGAHIIDMTNCNMNVNYORTNTXUTVAWAWIWY
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.
Thomas Drynan - Financial Advisor | TrueAdvisor