Benjamin Brockman, financial advisor The Woodlands TX

Benjamin Brockman

CRD Number: 5731606
Current Firm: Eagle Strategies LLC

Benjamin Brockman (CRD# 5731606) is an Investment Advisor Representative working at Eagle Strategies LLC in The Woodlands, TX and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Brockman & Associates Spring, TX Mar 2019 - Current 2
Eagle Strategies LLC Spring, TX Nov 2015 - Current 5
Nylife Securities LLC Houston, TX Mar 2010 - Current 11
New York Life Insurance Company Houston, TX Nov 2009 - Current 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2015
S63 Uniform Securities State Law Examination Sep 2010
Contact Info for Benjamin T. Brockman
Phone Number: (888) 695-3245
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    13,987
    MILLIONS
  • Total Number of Accounts
    66,451
    ACCOUNTS
  • Average Account Value
    $210,490
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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