Kristin Daniel
Kristin Daniel is a registered investment advisor at Eagle Strategies LLC, based in Little Rock, AR, with 15 years of industry experience. Kristin 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
13501 Chenal Parkway, Suite 200, Little Rock, AR, 72211
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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
Kristin works as an insurance broker, dedicating a few hours per week to brokering non-registered insurance products. She also owns PowHer Players LLC, a women's inspirational speaking series, and operates under the DBA name of Parity Financial Group, LLC for selling New York Life products and brokering non-registered insurance products, and owns two rental properties and serves on the board of directors for Helen Walton Children's Enrichment Center.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Nylife Securities LLC
Previous Registrations
Woodmen Financial Services, INC.Broker
State Registrations10 states
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