CM
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Christopher Mccown

13 Years of Experience
Lynchburg, VA
1 DisclosureBrokerSells Insurance

Christopher Mccown is a registered investment advisor at Eagle Strategies LLC, based in Lynchburg, VA, with 13 years of industry experience. Christopher 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

104 Candlewood Ct, Suite C, Lynchburg, VA, 24502

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History

Regulatory History (1)
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Financial
August 2016
Final
Other Business ActivitiesSells Insurance

Christopher works as an insurance broker with outside carriers and is a commissioned agent offering life insurance and fixed annuities, dedicating a few hours per week to each activity. He also operates under the DBA name of McCown Financial Group for selling New York Life products and brokering non-registered insurance products.

Employment History
Current Registrations
Eagle Strategies LLC
May 2021 - Present · 5 yrs
Nylife Securities LLCBroker
March 2013 - Present · 13 yrs 2 mos
State Registrations6 states
FLMDNCNMPAVA
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.