Tyson Vines
Tyson Vines is a registered investment advisor at Eagle Strategies LLC, based in Lakewood, OH, with 14 years of industry experience. Tyson 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
Lakewood, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Tyson volunteers for the Ohio University Finance Advisory Council and operates under the DBA name of Vines Financial Group, LLC for selling New York Life products and brokering non-registered insurance products. He also owns an LLC for outside commissions for brokered business relationships outside of New York Life, reinsures life insurance with NYLARC Holding Company, owns Ciro Properties LLC for future real estate purchases, and is a passive investor in Ally Exploration LLC.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
Victory Capital Advisers, INC.Broker
State Registrations34 states
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