Patricia Bullock Branch
Investment adviser representative at Eagle Strategies LLC
14 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$32BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Eagle Strategies LLCSep 2018 to now
- Nylife Securities LLCMar 2012 to now
- New York Life Insurance CompanyFeb 2012 to now
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (VA).
Eagle Strategies LLC
$32BAssets managed
133,900Clients
2,495Advisers
37 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1783731
- Firm CRD
- 110826