Leon Kearse
Leon Kearse is a registered investment advisor at Eagle Strategies LLC, based in Maitland, FL, with 11 years of industry experience. Leon 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
Maitland Promenade Ii Building, 495 North Keller Road Suite 150, Maitland, FL, 32751
Get directionsHistory
Regulatory History (1)
Judgment / Lien
December 2018Other Business Activities
Leon is in the United States Army Reserves since 2008. This takes about a quarter of his time and is not investment-related.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
Esi Financial Advisors
Equity Services, INC.Broker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
E*trade Capital Management, LLC
E*trade Securities LLCBroker
Edward Jones
Edward JonesBroker
State Registrations3 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.