Caroline Lukez Byrne (CRD# 4640368) is an Investment Advisor Representative working at Eagle Strategies LLC in North Royalton, OH and has over 20 years of experience in the finance industry.
CRD# 5069849
Strategic Wealth Partners, Ltd.
CRD# 2820363
Edward Jones
CRD# 1949220
Tyler-stone Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eagle Strategies LLC | Seven Hills, OH | Aug 2014 - Current | 9 |
| Nylife Securities, LLC | Seven Hills, OH | Apr 2010 - Current | 14 |
| New York Life Insurance Company | Seven Hills, OH | Jan 2010 - Current | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2003 |
- OH
-
Total Assets Under Management20,358MILLIONS
-
Total Number of Accounts95,287ACCOUNTS
-
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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