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Chris Tully, CFP®, RICP®

Chris Tully, CFP®, RICP®

Due Diligence Analyst

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location of Chris Tully, CFP®, RICP®Philadelphia, Pennsylvania, United States

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  • Timeline

  • About me

    Financial Advisor at Eagle Wealth Strategies

  • Education

    • Virginia Tech - Pamplin College of Business

      2000 - 2004
      Bachelor’s Degree Finance, General

  • Experience

    • Raymond James

      Jun 2004 - Apr 2005
      Due Diligence Analyst

    • SunTrust Investment Services

      Jul 2005 - Dec 2006
      Investment Consultant

    • Eagle Wealth Strategies

      Dec 2006 - now
      CERTIFIED FINANCIAL PLANNER™ professional, Retirement Income Certified Professional™

      Specializes in: Financial Planning, Comprehensive Wealth Management, Retirement Income Planning, Investment PlanningEagle Wealth StrategiesAn Independent PracticePhone: (856) 845-4005

  • Licenses & Certifications

    • CERTIFIED FINANCIAL PLANNER™ professional

      Certified Financial Planner Board of Standards (CFP Board)

    • Insurance license

      State of PA

    • Retirement Income Certified Professional®

      The American College of Financial Services

    • Series 66 Uniform State Law registration

      FINRA

    • Series 7 General Securities license

      FINRA

    • Series 9 and 10 (General Securities Sales Supervisor)

      FINRA

    • Certified Investment Management Analyst®

      Investments & Wealth Institute