Eric Anderson
Eric Anderson is a ChFC-designated registered investment advisor at Eagle Strategies LLC, based in Salem, OR, with 28 years of industry experience. Eric 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
500 Liberty St Se, Suite 500, Salem, OR, 97301
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2024Customer Dispute
June 2023Other Business ActivitiesSells Insurance
Eric works as an insurance broker, spending a few hours per week brokering non-registered insurance products. He is also an officer for Brothers of Valor, Inc. and The REC, Inc., spending about 10-20% of his time on mentoring and board-related activities.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations8 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.