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Justin C Williams

Investment adviser representative at Eagle Strategies LLC
13 yearsExperience
1 stateRegistered in
ChFC®Designation
$32BFirm assets

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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.

  1. Bayou Capital Strategies LLCJun 2026 to now
  2. Eagle Strategies LLCAug 2025 to now
  3. Nylife Securties LLCSep 2020 to now
  4. New York Life Insurance CompanyMar 2020 to now
  5. Houston IsdOct 2013 to May 2020

Designations

  • ChFC®

Exams passed

  • Series 63 · Uniform Securities Agent State Law2024

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
7237683
Firm CRD
110826
Advisor's SEC record (opens in a new tab)
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