David EddyCRD Number: 6267317
Current Firm: Eagle Strategies LLC
David Eddy (CRD# 6267317) is an Investment Advisor Representative working at Eagle Strategies LLC in Prosper, TX and has over 6 years of experience in the finance industry.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Sagepoint Financial, Inc.
|Eagle Strategies LLC||Frisco, TX||Jan 2019 - Current||4|
|Eighteen Financial Group, LLC||Frisco, TX||Nov 2017 - Current||5|
|Nylife Securities LLC||Dallas, TX||Jan 2014 - Current||9|
|New York Life Insurance Co||Dallas, TX||Nov 2013 - Current||9|
|Stonebriar Country Club||Frisco, TX||Mar 2012 - Nov 2013||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2016|
|S66||NASAA Uniform Combined State Law Examination||Dec 2018|
Total Assets Under Management18,110MILLIONS
Total Number of Accounts84,457ACCOUNTS
Average Account Value$214,423
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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