Unclaimed Profile

Christopher Thomas Tully

EAGLE WEALTH STRATEGIES, LLC·WEST DEPTFORD, New Jersey

SIE, Series 7, Series 9, Series 10, Series 26, Series 66CFPClean record20 years registeredEAGLE WEALTH STRATEGIES, LLC

877 KINGS HIGHWAY, WEST DEPTFORD, NJ 08096CRD# 4814705Firm CRD# 323814

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Christopher Thomas Tully · WEST DEPTFORD, NJ

Registration

CRD #4814705 · EAGLE WEALTH STRATEGIES, LLC · 20 years registered

Brand Profile

Not yet started

Career History

EAGLE WEALTH STRATEGIES

Mar 2023 – present

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Jan 2010 – Apr 2023

WEST DEPTFORD, NJ

SUNTRUST INVESTMENT SERVICES, INC.

Oct 2005 – Jan 2007

ALEXANDRIA, VA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 26

Series 66

Registration record

First registered · October 27, 2005

Years registered · 20

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EAGLE WEALTH STRATEGIES, LLC

CRD 323814 · SEC 801-127242

AUM

$498M

Regulatory assets under management

Employees

1,709 client accounts

Services offered by EAGLE WEALTH STRATEGIES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at EAGLE WEALTH STRATEGIES, LLC →

Introduction

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Frequently Asked Questions

What services does Christopher Thomas Tully offer?

Christopher Thomas Tully specializes in Financial Planning, Investment Management. Contact their office in WEST DEPTFORD, New Jersey for a consultation.

What are Christopher Thomas Tully's credentials?

Christopher Thomas Tully holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Christopher Thomas Tully located?

Christopher Thomas Tully is based in WEST DEPTFORD, New Jersey, working with EAGLE WEALTH STRATEGIES, LLC. Their office serves clients in the WEST DEPTFORD metropolitan area and surrounding communities.

How does Christopher Thomas Tully charge for services?

Christopher Thomas Tully's firm is compensated through percentage of aum, other: consulting fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EAGLE WEALTH STRATEGIES, LLC?

EAGLE WEALTH STRATEGIES, LLC has approximately 10 employees and manages $498M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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