Kevin
Davidson
Eagle Strategies LLC
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About this Advisor
Kevin Davidson is a financial advisor based in Fort Wayne, Indiana, working with Eagle Strategies LLC. Kevin has previously held positions at New York Life, Nylife Securities, Eagle Strategies LLC, Davidson Wealth Group, LLC, and Eagle Wealth Partners LLC D/B/A Lifetime Wealth Partners. Kevin has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Indiana and Texas. Currently, Kevin is part of Eagle Strategies LLC, which operates out of Fort Wayne, Indiana. The firm has 849 offices and 2,567 employees. The firm manages assets totaling $20.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Eagle Strategies LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Eagle Strategies LLC Brokerage Details
$20,357,746,578
2,567
95,287
$213,647
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Kevin Davidson Work History
Eagle Wealth Partners LLC D/B/A Lifetime Wealth Partners
Davidson Wealth Group, LLC
Eagle Strategies LLC
New York Life
Nylife Securities
Disclosures
Please visit the SEC profile of Kevin Davidson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Eagle Strategies LLC
Scottsdale, AZ
Newport Beach, CA
Pensacola, FL
Gillette, WY
Fremont, CA
Renton, WA
Oklahoma City, OK
Glendale, CA
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