Terry James
Terry James is a registered investment advisor at Eagle Strategies LLC, based in Hopatcong, NJ, with 20 years of industry experience. Terry 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
121 Bell Ave, Hopatcong, NJ, 07843
Get directionsHistory
Regulatory History (3)
Judgment / Lien
March 2015Customer Dispute
March 2015Judgment / Lien
August 2012Other Business ActivitiesSells Insurance
Terry is an insurance broker appointed with outside carriers to broker non-registered products, dedicating minimal time to this activity. Terry also operates under the DBA name of Terry James & Associates, LLC to sell New York Life products and broker non-registered insurance products.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities 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.