Lawrenceville, GA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$31,248,885,097
ClientsTotal clients
132,722
AdvisorsAdvisors at this office
2
Of 2,492 advisors across 960 offices
Location
Lawrenceville GA
Advisors at this office
2
Advisors at this office
Daniel F
ChFC®, Series 63
Lawrenceville, GA
Eagle Strategies (NY Life)
Daniel Frazier is a financial advisor with Eagle Strategies (NY Life) based in Lawrenceville, GA. He holds the ChFC® designation and Series 63 license, and has 27 years of industry experience. Frazier has been with Eagle Strategies and affiliated entities since 2011. Eagle Strategies serves a diverse client base including individual investors, defined contribution and benefit plans, and charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services, with a significant focus on non-discretionary assets and advisory services linked to insurance and annuity products.
Christopher T
Series 63, Series 66
Lawrenceville, GA
Eagle Strategies (NY Life)
Christopher Turner is a financial advisor with Eagle Strategies (NY Life) in Lawrenceville, GA, holding Series 63 and Series 66 designations and 11 years of industry experience. He has worked with Reveal Wealth and NYLIFE Securities LLC, among other New York Life affiliates. Turner is also involved in insurance brokering for non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types to tailor recommendations to client objectives and manages the majority of its assets on a non-discretionary basis.
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