James Adkins
James Adkins is a registered investment advisor at Eagle Strategies LLC, based in Bethesda, MD, with 30 years of industry experience. James 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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.
Location
6901 Rockledge Dr, Ste 700, Bethesda, MD, 20817
Get directionsHistory
Regulatory History (3)
Customer Dispute
March 2009Customer Dispute
December 2007Customer Dispute
October 2004Other Business ActivitiesSells Insurance
James is an insurance broker appointed with various insurance carriers and operates under multiple DBAs for selling New York Life products and services. He also owns several LLCs for accounting purposes, employee benefits commissions, and real estate investments, dedicating minimal time to these activities.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations45 states
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.