Erick Buckley
Erick Buckley is a registered investment advisor at Eagle Strategies LLC, based in Henderson, NV, with 22 years of industry experience. Erick 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
Henderson, NV
Get directionsHistory
Regulatory History (1)
Judgment / Lien
December 2020Other Business ActivitiesSells Insurance
Erick is an insurance broker for Guardian Insurance and Standard Insurance, providing clients with disability coverage. He also operates under the DBA name of Professional Wealth Strategies to sell New York Life products and services, as well as brokering non-registered insurance products.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations5 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.