Darinka Lora-Stepan
Darinka Lora-Stepan is a registered investment advisor at Eagle Strategies LLC, based in Chicago, IL, with 8 years of industry experience. Darinka 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
500 West Madison Street, Suite 1725, Chicago, IL, 60661
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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
Darinka works part-time as an actress with two agencies and serves as an insurance broker, including operating under the DBA name Darinka Lora-Stepan & Associates Financial and Insurance Solutions. She also serves as a board member for The Journey Forward and is a shareholder in NYLARC Holding Company, Inc.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations15 states
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