Curtis Allen Lightle
Investment adviser representative at Eagle Strategies LLC
26 yearsExperience
2 statesRegistered in
$32BFirm assets
37 yearsFirm in business
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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
26 years in the industry.
- Summit Partners Northwest, LLC d/b/a the Summit PartnersMay 2018 to now
- The Lightle Group, LLC d/b/a Radwick & LightleMay 2010 to now
- Eagle Strategies LLCNov 2006 to now
- New York Life Insurance CompanyMar 2000 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
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
- 4141007
- Firm CRD
- 110826