Darlene Hathaway
Darlene Hathaway is a registered investment advisor at Eagle Strategies LLC, based in Kennewick, WA, with 23 years of industry experience. Darlene 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
8836 W Gage Blvd, Suite 202A, Kennewick, WA, 99336
Get directionsHistory
Regulatory History (3)
Customer Dispute
November 2011Regulatory
September 2011Customer Dispute
January 2010Other Business ActivitiesSells Insurance
Darlene is an insurance broker appointed with various outside insurance carriers for non-registered insurance products. She also owns rental property, farmland, an RV park, and is involved with a rodeo association, irrigation company, and off-road park, dedicating minimal time to each of the latter activities.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations13 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.