RP
CFP
RP
CFP

Rodney Perkins

15 Years of Experience
Glen Allen, VA
BrokerSells Insurance

Rodney Perkins is a CFP-designated registered investment advisor at Eagle Strategies LLC, based in Glen Allen, VA, with 15 years of industry experience. Rodney 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

4121 Cox Road, Suite 200, Glen Allen, VA, 23060

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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

Rodney is an insurance broker for various insurance companies, operating under the DBA name of RSP Wealth Strategies LLC to sell New York Life products and other insurance products. He also invests in cryptocurrency, dedicating minimal time to this activity.

Employment History
Current Registrations
Eagle Strategies LLC
December 2012 - Present · 13 yrs 5 mos
Nylife Securities LLCBroker
May 2010 - Present · 16 yrs
State Registrations15 states
ALARCOCTFLGAHIMANCNMNYOHSCVAWI
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.
Rodney Perkins - Financial Advisor | TrueAdvisor