David
Webb
Eagle Strategies LLC
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About this Advisor
David Webb is a financial advisor who works out of San Antonio, Texas, who has 11 years of relevant experience. Webb is an employee of Eagle Strategies LLC. Webb has gained experience at New York Life Insurance Company, Nylife Securities LLC, Eagle Strategies LLC and Atlas Retirement Strategies, LLC. Webb has Series 63 and Series 66 licenses, designating them as a securities agent, and can advise clients in Texas. Eagle Strategies LLC is a registered investment firm headquartered in New York, NY. The company has offices in 828 locations and a total of 2,392 people on staff. It controls $17 billion in assets under management between its 87,580 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides services to 175 charitable organizations. Of its 87,580 accounts, 17% are associated with high-net-worth clients who have at least $1 million in investable assets. Eagle Strategies LLC performs a wide set of services, including 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 management usually vary depending on which services are offered. However, fee types billed by Eagle Strategies LLC can consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Eagle Strategies LLC Brokerage Details
$16,667,263,900
2,392
87,580
$190,309
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
David Webb Work History
David has been registered as a financial advisor for 11 years.*
Atlas Retirement Strategies, LLC
Eagle Strategies LLC
New York Life Insurance Company
Nylife Securities LLC
*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 David Webb 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
Monroe, LA
Bayside, NY
Tacoma, WA
Matthews, NC
Conrad, MT
Buffalo, NY
Chicago, IL
San Mateo, CA
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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