Rebecca Gorrell
Rebecca Gorrell is a registered investment advisor at Eagle Strategies LLC, based in San Antonio, TX, with 18 years of industry experience. Rebecca 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
8000 Ih 10 West, Suite 800, San Antonio, TX, 78230
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2015Other Business ActivitiesSells Insurance
Rebecca works as an insurance broker with outside insurance carriers since 2012, dedicating a few hours per week. She also operates under the DBA name of Pivot Wealth and Insurance Strategies, LLC since November 2024 for selling New York Life products and brokering non-registered insurance products.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLC
Nylife Securities LLCBroker
Previous Registrations
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations13 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.