Diane Gould
Diane Gould is a registered investment advisor at Eagle Strategies LLC, based in Bethesda, MD, with 43 years of industry experience. Diane 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
6905 Rockledge Drive, Suite 900, Bethesda, MD, 20817
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2007Customer Dispute
February 2007Other Business ActivitiesSells Insurance
Diane is an insurance broker appointed with various insurance carriers to broker non-registered insurance products. She also serves as a notary public and is a member of the Financial Advisory Board for the city of Rockville, Maryland, dedicating minimal time to the notary role and a few hours per week to the advisory board.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations31 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.