Leighton
Whitehead

Eagle Strategies LLC

CRD#7244416
Investment Advisor
in Brandon, MS

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About this Advisor

Leighton Whitehead is a financial advisor based in Brandon, Mississippi, working with Eagle Strategies LLC. Leighton has previously held positions at Jackson Academy, Great American Cookies, Southwest Mississippi Cc, Hinds Community College, Mississippi State University, Phil Whitehead, New York Life Insurance Co, Nylife Securities LLC, Hartfield Academy, Eagle Strategies LLC, and Whitehead Financial Group, LLC. Leighton has passed the Series 66 regulatory exam and is registered to provide services in Mississippi. Currently, Leighton is part of Eagle Strategies LLC, which operates out of Brandon, Mississippi. 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

Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

111 Grants Ferry Rd
Brandon, MS 39047

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$20,357,746,578

MS Average: $7,464,549,021
Total Number of Employees

2,567

MS Average: 88
Total Number of Accounts

95,287

MS Average: 3,892
Average Account Size

$213,647

MS Average: $1,917,921

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

Leighton Whitehead Work History

2021 - Present (3 years)

New York Life Insurance Co

2021 - Present (3 years)

Nylife Securities LLC

2021 - Present (3 years)

Eagle Strategies LLC

2021 - Present (3 years)

Whitehead Financial Group, LLC

2019 - 2020 (1 year)

Phil Whitehead

2017 - 2019 (2 years)

Mississippi State University

2016 - 2017 (1 year)

Hinds Community College

2015 - 2016 (1 year)

Southwest Mississippi Cc

2014 - 2015 (1 year)

Hartfield Academy

2012 - 2015 (3 years)

Great American Cookies

2010 - 2014 (4 years)

Jackson Academy

Disclosures

Please visit the SEC profile of Leighton Whitehead 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

Arvind Saxena
Fremont, CA
Jonathan Tomassi
Belmar, NJ
Meaghan Ives
Pensacola, FL
Madison Robidart
Gillette, WY
Rebecca Wolff
Bellevue, WA
Kylie Nesbitt
Renton, WA
Tobin Thomas
Oklahoma City, OK
Ricardo Ramirez
Glendale, CA

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