Eagle Strategies LLC
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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
Years of Experience
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Eagle Strategies LLC Brokerage Details
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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.
Eagle Strategies LLC
Nylife Securities LLC
New York Life
Thomas Davis has no disclosures.
Please visit their SEC profile for more details.