Tate Felton
Investment adviser representative at Eagle Strategies LLC
10 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
10 years in the industry.
- Felton FinancialMay 2024 to now
- Eagle Strategies LLCFeb 2024 to now
- Nylife Securities LLCFeb 2024 to now
- New York Life Insurance CoJan 2024 to now
- Guardian Life Insurance CompanyMay 2019 to Jan 2024
- Park Avenue SecuritiesMay 2019 to Jan 2024
- Financial ArchitectsMar 2019 to Jan 2024
- Johnny's Italian SteakhouseAug 2016 to Jul 2020
- Iowa State UniversityJun 2016 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (IA, 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
- 7121514
- Firm CRD
- 110826