John Mott (CRD# 5721020) is an Investment Advisor Representative working at Eagle Strategies LLC in Eufaula, AL and has over 12 years of experience in the finance industry.
CRD# 4287601
Lpl Financial LLC
CRD# 1959619
Edward Jones
CRD# 5214159
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eagle Strategies LLC | Eufaula, AL | Jun 2022 - Current | 1 |
| Nylife Securities LLC | Montgomery, AL | Apr 2011 - Current | 13 |
| New York Life Insurance Co | Montgomery, AL | Sep 2009 - Current | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2011 |
| S66 | NASAA Uniform Combined State Law Examination | May 2022 |
- AL
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Total Assets Under Management20,358MILLIONS
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Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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