Mary Linderman Stockton
Investment adviser representative at Eagle Strategies LLC
29 yearsExperience
3 statesRegistered 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
29 years in the industry.
- Eagle Strategies LLCAug 2013 to now
- Stockton Financial and Insurance ServicesJun 2006 to now
- Nylife Securities LLCMay 1997 to now
- New York Life Insurance CompanyApr 1997 to now
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 3 states (CA, MA, TX).
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
- 2896729
- Firm CRD
- 110826