Curtis Woodard
Investment adviser representative at Eagle Strategies LLC
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Eagle Strategies LLCJun 2026 to now
- Eagale Strategies LLCJun 2026 to now
- NY Life Securities LLCMay 2026 to now
- New York Life Insurance CompanyMar 2026 to now
- Soltis Investment Advisors LLCAug 2025 to Jan 2026
- Aspen LandingSep 2024 to Aug 2025
- KyribaJul 2022 to Sep 2024
- ThryvMay 2021 to Jul 2022
- CopartJan 2020 to Apr 2021
- Lamar National BankJan 2019 to Mar 2020
- TD AmeritradeAug 2016 to Jan 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2025
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 5314556
- Firm CRD
- 110826