David R Eggleston
Investment adviser representative at Eagle Strategies LLC
30 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$32BFirm assets
Are you David R Eggleston? Claim your profile
Contact this firm
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
30 years in the industry.
- Eagle Strategies LLCSep 2024 to now
- NY Life Securities LLCMar 2024 to now
- New York Life Insurance CompanyMar 2024 to now
- Capital Investment Group, IncNov 2019 to Mar 2024
- Future Financial Partners, Inc.Sep 2008 to Apr 2024
- Della Porta Financial AdvisorsSep 2008 to Nov 2021
- Proequities, IncSep 2008 to Oct 2019
- Della Porta GroupJul 1996 to Mar 2023
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law1999
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 3245219
- Firm CRD
- 110826