Jim Eagleton
Senior Financial Advisor at Wells Fargo Advisors Financial Network,LLC
- Role
- Senior Financial Advisor at Wells Fargo Advisors
- Location
- Tulsa, OK, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Jim Eagleton
I work primarily with conservative long-term investors. I strive for high return…
Experience
Senior Financial Advisor
Jun 2011 — Present
Education
Oklahoma State University
Bachelor of Science (B.S.), Finance
1979
The University of Tulsa
Master of Business Administration (MBA), Finance
1980 — 1985
Skills
- Finance
- Financial Analysis
- Series 7
- Tax-Efficient Strategies
- Investments
- Financial Advisory
- Financial Risk
- Asset Management
- Wealth-Preservation Planning
- Bbq
- Fixed Income
- Securities
- Estate Planning
- Retirement
- Wealth Management
- Equities
- Asset Allocation
- Mutual Funds
- Financial Planning
- 401(K) Rollovers
- Estate Investment Planning
- Retirement Planning
- Portfolio Management
- Fixed Income Strategies
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