Alexander Denney
Alexander Denney is a registered investment advisor at Eagle Strategies LLC, based in San Antonio, TX, with 7 years of industry experience. Alexander 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
8000 Ih10 West, Suite 800, San Antonio, TX, 78230
Get directionsHistory
Regulatory History (1)
Criminal
July 2016Other Business ActivitiesSells Insurance
Alexander is an officer for the Texas Exes San Antonio Chapter, volunteering and raising money for scholarships, dedicating minimal time. He also works as an insurance broker and operates under the DBA name of Prime Prosperity LLC to sell New York Life products and broker non-registered insurance products.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations9 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.