Phillip Ray Whitehead
Investment adviser representative at Eagle Strategies LLC
32 yearsExperience
1 stateRegistered in
ChFC®Designation
$32BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
32 years in the industry.
- Wfg Risk Partners, LLCSep 2026 to now
- Whitehead Financial Group, LLCNov 2021 to now
- Eagle Strategies LLCMay 2006 to now
- Nylife Securities Inc.Jun 1994 to now
- New York LifeMay 1994 to now
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
State registrations
Registered as an investment adviser representative in 1 state (MS).
Eagle Strategies LLC
$32BAssets managed
133,900Clients
2,495Advisers
37 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2513482
- Firm CRD
- 110826