MH
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Mark Hill

25 Years of Experience
Stillwater, OK
5 DisclosuresBrokerSells Insurance

Mark Hill is a registered investment advisor at Eagle Strategies LLC, based in Stillwater, OK, with 25 years of industry experience. Mark 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

Stillwater, OK

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History

Regulatory History (5)
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
March 2019
Denied
Financial
November 2017
Final
Judgment / Lien
July 2017
Judgment / Lien
April 2017
Judgment / Lien
April 2017
Other Business ActivitiesSells Insurance

Mark works as an insurance broker for fixed annuities, group annuities, life products, health insurance, and disability insurance.

Employment History
Current Registrations
Eagle Strategies LLC
April 2004 - Present · 22 yrs 1 mo
Nylife Securities LLCBroker
February 2001 - Present · 25 yrs 3 mos
State Registrations13 states
ARAZCOFLKSLAMONCNENMOKTXWY
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.
Mark Hill - Financial Advisor | TrueAdvisor