Allison Jane Metheny
Investment adviser representative at Eagle Strategies LLC
13 yearsExperience
2 statesRegistered in
ChFC®Designation
$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
13 years in the industry.
- Three Groves Insurance & Financial Services LLCSep 2024 to now
- Eagle Strategies LLCOct 2020 to now
- Nylife Securities LLCSep 2019 to now
- Salmon Felte InsuranceJun 2016 to now
- Nylife Securities LLCOct 2017 to May 2019
- New York Life Insurance CompanyMar 2017 to Jul 2017
- Nylife Securities LLCMar 2017 to Jul 2017
- Sonoma State UniversityAug 2013 to May 2017
Designations
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 6667452
- Firm CRD
- 110826