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Faith Sigler

22 Years of Experience
Johnson City, NY
1 DisclosureBrokerSells Insurance

Faith Sigler is a registered investment advisor at Eagle Strategies LLC, based in Johnson City, NY, with 22 years of industry experience. Faith 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

13 Chrisfield Avenue, Suite 101, Johnson City, NY, 13790

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History

Regulatory History (1)
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Customer Dispute
October 2013
Settled
Other Business ActivitiesSells Insurance

Faith owns rental property and operates Faith Sigler & Associates Dedicated Financial Solutions, an all-inclusive DBA for life, annuities, securities, and investment advisory services, dedicating full-time hours to it. She is also appointed with outside insurance carriers to broker non-registered insurance products, spending a few hours per week on this activity, and is a member of Business Network International, spending a few hours per week on this activity.

Employment History
Current Registrations
Eagle Strategies LLC
December 2011 - Present · 14 yrs 7 mos
Nylife Securities LLCBroker
March 2003 - Present · 23 yrs 4 mos
State Registrations15 states
DEFLGAILINMANCNJNMNYOHPASCUTVA
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.