Armondo Brennan, financial advisor Mcallen TX

Armondo Brennan

CRD Number: 2575541
Current Firm: Eagle Strategies LLC

Armondo Brennan (CRD# 2575541) is an Investment Advisor Representative working at Eagle Strategies LLC in Mcallen, TX and has over 28 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Eagle Strategies LLC Corpus Christie, TX Feb 2005 - Current 19
Nylife Securities Inc. Corpus Christi, TX Dec 1994 - Current 29
New York Life Insurance Company Corpus Christi, TX Nov 1994 - Current 29
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1996
S66 NASAA Uniform Combined State Law Examination Feb 2005
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Armondo J. Brennan
Phone Number: (888) 695-3245
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    20,358
    MILLIONS
  • Total Number of Accounts
    95,287
    ACCOUNTS
  • Average Account Value
    $213,647
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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