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Joseph Anderson
11 Years of Experience
Johnstown, PA
1 DisclosureBroker
Joseph Anderson is a registered investment advisor at Eagle Strategies LLC, based in Johnstown, PA, with 11 years of industry experience. Joseph 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
1407 Eisenhower Blvd, Ste 301, Johnstown, PA, 15904
Get directionsHistory
Regulatory History (1)
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Criminal
August 2004Final Disposition
Employment History
Current Registrations
Eagle Strategies LLC
December 2025 - Present · 5 mos
Nylife Securities LLCBroker
November 2016 - Present · 9 yrs 6 mos
Previous Registrations
AXA Advisors, LLCBroker
October 2014 - October 2016 · 2 yrs
State Registrations10 states
ALFLINMDNCOHPATXVAWV
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.