Derek E Wolford
Investment adviser representative at Eagle Strategies LLC
13 yearsExperience
1 stateRegistered in
$32BFirm assets
37 yearsFirm in business
Are you Derek E Wolford? Claim your profile
Contact this firm
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.
- Eagle Strategies LLCOct 2025 to now
- Nylife Securities LLCJul 2025 to now
- New York Life Insurance CompanyMay 2025 to now
- Pfs Investments Inc.Oct 2023 to Apr 2025
- Primerica Financial ServicesDec 2018 to Apr 2025
- Great Value CellularJan 2013 to Apr 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (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
- 7200708
- Firm CRD
- 110826