RP
Rodney S. Perkins
EAGLE STRATEGIES LLC
Glen Allen, VA 23060
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CRD#: 5734170
RP
Professional summary
Rodney Shane Perkins, CFP®, who also goes by R Shane Perkins, Shane Perkins, is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Glen Allen, Virginia and NYLIFE SECURITIES LLC located in Glen Allen, Virginia.
Rodney is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Rodney has worked at 2 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
R Shane Perkins | Shane Perkins
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
[INSURANCE BROKER - BROKERING ALL NON-NYL PRODUCTS THROUGHT VARIOUS OTHER INSURANCE COMPANIES] [OPERATING UNDER THE DBA NAME OF RSP WEALTH STRATEGIES LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; GLENN ALLEN, VA; START DATE: 10/2021] [Cryptocurrency Investment; Cryptocurrency Investment; 10292 Ibis Dr; Ashland, VA 23005; Start Date 02/2021; Role/Title: Investor; Investment Related; 1 hours per month; 0 hours per month during securities trading hours; passive investor]
CRS (Client Relationship Summary) - RIA
Click below to view Rodney Shane Perkins's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2015
Experience
Current
December 12, 2012 - Present
EAGLE STRATEGIES LLC
Office #1: 4121 Cox Road 110, Glen Allen, VA 23060RIA
CRD#: 110826
Glen Allen, VA
Current
May 21, 2010 - Present
NYLIFE SECURITIES LLC
Office #1: 4121 Cox Road Suite 200, Glen Allen, VA 23060BD
CRD#: 5167
GLEN ALLEN, VA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
ES
EAGLE STRATEGIES LLC
EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
RIA
Registered Investment Advisory firm - (10/14/1988 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(5/10/2024)
RR
Arkansas(3/27/2024)
RR
Colorado(6/16/2015)
RR
Connecticut(5/22/2019)
RR
Florida(10/22/2019)
RR
Georgia(9/5/2018)
RR
New Mexico(9/8/2021)
RR
New York(1/8/2016)
RR
North Carolina(11/2/2011)
RR
Ohio(1/15/2024)
RR
South Carolina(1/30/2019)
RR
Virginia(5/21/2010)
IAR
Virginia(12/12/2012)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
ES
EAGLE STRATEGIES LLC
EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
RIA
Registered Investment Advisory firm - (10/14/1988 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
51 Madison Avenue 12th Floor, New York, NY 10010
Mailing Address
51 Madison Avenue Floor 3b, Room 0304, New York, NY 10010
Phone number
(888) 695-3245
Established
Firm type
Fiscal year end
# of Employees
2,804
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 111,361 |
| AUM (Assets Under Management) | $ 25,395,380,570 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/24/2025 | ||
| 04/25/2024 | ||
| 12/20/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
EAGLE STRATEGIES LLC
CRD#: 110826Glen Allen, VA 23060TRUST BUT VERIFY
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