Strawford Hale Dees
Investment adviser representative at Eagle Strategies LLC
12 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
12 years in the industry.
- Strawford Wealth StrategiesMay 2026 to now
- Eagle Strategies LLCNov 2024 to now
- Nylife Securities, LLCNov 2024 to now
- New York Life Insurance CompanyOct 2024 to now
- Dees Investment Management Company, LLCNov 2023 to Oct 2024
- Level Four Financial, LLCNov 2023 to Nov 2023
- Magnolia Capital Advisors LLCOct 2023 to Oct 2024
- Community Bank of MsDec 2018 to Sep 2023
- LPL Financial, LLCDec 2018 to Sep 2023
- Pinnacle Trust CompanyNov 2015 to Apr 2021
- Voya Financial AdvisorsSep 2014 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 2 states (AL, 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
- 4985083
- Firm CRD
- 110826