Heather Blaylock Bates
Investment adviser representative at Eagle Strategies LLC
13 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
13 years in the industry.
- Bates Wealth Strategies, LLCMay 2021 to now
- Eagle Strategies LLCDec 2019 to now
- Nylife Securities LLCSep 2013 to now
- New York Life Insurance CompanyMay 2013 to now
- Paoerhouse Financial GroupDec 2023 to May 2026
- Island Wealth Strategies & Insurance Solutions LLCApr 2022 to Jan 2025
- Johnson Financial Strategies, LLCNov 2017 to Jun 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2019
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
- 6192523
- Firm CRD
- 110826