BK
BK

Brian Keane

19 Years of Experience
Manchester, NH
BrokerSells Insurance

Brian Keane is a registered investment advisor at Eagle Strategies LLC, based in Manchester, NH, with 19 years of industry experience. Brian 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

1155 Elm Street, 8th Floor, Manchester, NH, 03101

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Brian works as an insurance broker with outside insurance carriers and operates under the DBA name of Prolman & Keane Financial, LLC, selling New York Life products and brokering non-registered insurance products. He also volunteers as a community leader and coaches youth sports teams, dedicating minimal time to each activity.

Employment History
Current Registrations
Eagle Strategies LLC
March 2017 - Present · 9 yrs 2 mos
Nylife Securities LLCBroker
September 2006 - Present · 19 yrs 8 mos
State Registrations17 states
CACOCTFLGAMAMENCNHNJNYPASCTXVAVTWI
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.
Brian Keane - Financial Advisor | TrueAdvisor