Victoria Staudinger
Victoria Staudinger is a registered investment advisor at Eagle Strategies LLC, based in Dallas, TX, with 19 years of industry experience. Victoria 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
5005 Lyndon B Johnson Fwy, Ste 1600, Dallas, TX, 75244
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2021Other Business ActivitiesSells Insurance
Victoria is appointed with outside insurance carriers as an insurance broker since 2012 and operates under the DBA name of Maven Financial for selling New York Life products and brokering non-registered insurance products since 2017. Victoria also owns rental property in Mexico, but spends no time on it.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations21 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.