Phillip
Whitehead

Eagle Strategies LLC

CRD#2513482
Investment Advisor
in Brandon, MS

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About this Advisor

Phillip Whitehead is a chartered financial consultant working in Brandon, Mississippi who has 17 years of industry experience. Whitehead is an advisor for Eagle Strategies LLC. Over the course of their career, Whitehead has held roles at New York Life, Nylife Securities Inc, Eagle Strategies LLC and Whitehead Financial Group, LLC. Whitehead holds a Series 63 license, certifying them as a securities representative, and is registered to advise clients in Mississippi. Eagle Strategies LLC is a registered investment firm headquartered in New York, NY. The firm has offices in 828 locations and a total of 2,392 people on staff. It handles $17 billion in assets under management among its 87,580 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm serves 175 charities and foundations. Of its 87,580 customer accounts, 17% are associated with high-net-worth clients who have at least $1 million in assets. Eagle Strategies LLC performs a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial advisory services largely depend on which services the firm provides the client. However, fee types billed by Eagle Strategies LLC most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years Registered*

17 years

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 Road
Brandon, MS 39047

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$16,667,263,900

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

2,392

MS Average: 88
Total Number of Accounts

87,580

MS Average: 3,892
Average Account Size

$190,309

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

Phillip Whitehead Work History

Phillip has been registered as a financial advisor for 17 years.*

2021 - Present (3 years)

Whitehead Financial Group, LLC

2006 - Present (18 years)

Eagle Strategies LLC

1994 - Present (30 years)

New York Life

1994 - Present (30 years)

Nylife Securities Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Phillip 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

Joshua Mccarthy
Buffalo, NY
Louis Orsatti
Waltham, MA
Walter Lawrence
Monroe, LA
Vanessa Bucklin
Conrad, MT
Kyoung Lee
Fairfax, VA
Kristen Han
Bayside, NY
Justin Lindahl
Madison, CT

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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