Catherine Morris nink
Investment adviser representative at Eagle Strategies LLC
12 yearsExperience
2 statesRegistered in
$32BFirm assets
37 yearsFirm in business
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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
12 years in the industry.
- Eagle Strategies LLCJul 2023 to now
- Nylife Securities LLCAug 2022 to now
- Phillips Financial Group LLCAug 2020 to now
- Pharo Management, Inc.May 2018 to Jul 2020
- Proxy Home WatchJun 2017 to Apr 2018
- Earwood, Moore, Carpenter, & Guy, PllcJan 2017 to Sep 2017
- Western Carolina UniversityAug 2014 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (NC, SC).
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
- 7296332
- Firm CRD
- 110826