Gillian Hopkins
Gillian Hopkins is a registered investment advisor at Eagle Strategies LLC, based in Westminster, MD, with 26 years of industry experience. Gillian 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
1891 Ships Quarters Court, Westminster, MD, 21157
Get directionsHistory
Regulatory History (6)
Judgment / Lien
February 2015Judgment / Lien
August 2014Judgment / Lien
July 2014Judgment / Lien
September 2011Judgment / Lien
November 2009Customer Dispute
February 2004Other Business ActivitiesSells Insurance
Gillian is appointed with various outside insurance carriers to broker non-registered insurance products, doing business as "Harbor Financial Group".
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
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.