Preston
Byers
Eagle Strategies LLC
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About this Advisor
Preston Byers is a financial advisor based out of Ridgeland, Mississippi with 1 year of relevant experience. Byers is currently employed by Eagle Strategies LLC. Over the course of their career, they have held roles at New York Life Ins Co, Nylife Securities LLC, Jackson Public Schools, University Of Southern Ms, Next Level Training, Rankin County Schools, Eagle Strategies LLC and Reliant Business & Wealth Strategies. Byers has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Mississippi and Texas. Eagle Strategies LLC is a financial advisory firm based out of New York, NY. It has offices in 828 locations and a total of 2,392 employees. It controls $17 billion in assets among its 87,580 accounts, making it one of the largest firms in the United States by assets under management. The firm provides services to 175 charities and foundations. Of its 87,580 accounts, 17% are held by high-net-worth individuals who have more than $1 million in investable assets. The business performs a number 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. Financial management fees typically vary depending on which services the firm provides the client. However, fee types charged by Eagle Strategies LLC likely include 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
Preston Byers Work History
Preston has been registered as a financial advisor for 1 years.*
Eagle Strategies LLC
Reliant Business & Wealth Strategies
New York Life Ins Co
Nylife Securities LLC
Jackson Public Schools
University Of Southern Ms
Next Level Training
Rankin County Schools
*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 Preston Byers 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
Buffalo, NY
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Fairfax, VA
Thousand Oaks, 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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