Thomas
Davis

Eagle Strategies LLC

CRD#3241335
Investment Advisor
in Dallas, TX
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About this Advisor

Thomas Davis is an advisor whose office is in Dallas, Texas. Currently an investment advisor at Eagle Strategies LLC, Davis has 16 years of practice as an investment advisor. Davis maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Davis is registered to operate based out of Texas. During their career, Davis has held roles at Walgreens, New York Life, Nylife Securities LLC and Eagle Strategies LLC. Eagle Strategies LLC is headquartered in Dallas, Texas, and has 791 other brick-and-mortar locations in the United States. In aggregate, Eagle Strategies LLC oversees $8 billion in assets dispersed across 41,236 client accounts and retains more than 1,913 people. The amount of assets the firm manages places it among the largest firms in the nation. Currently 22% of the advisory firm's clients are high-net-worth individuals, meaning they have over $1 million in assets. Eagle Strategies LLC can provide financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

16 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

Disclosures

No

Office Location

2711 Hibernia St
Dallas, TX 75204

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$8,546,118,534

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

1,965

TX Average: 88
Total Number of Accounts

50,776

TX Average: 3,892
Average Account Size

$168,310

TX Average: $1,917,921

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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

Thomas Davis Work History

Thomas has 16 years of experience.

2014 - Present (5 years)

Eagle Strategies LLC

2013 - Present (6 years)

Nylife Securities LLC

2012 - Present (7 years)

New York Life

2002 - 2013 (11 years)

Walgreens

Disclosures

Thomas Davis has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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