Toria N Troxel
Investment adviser representative at Eagle Strategies LLC
13 yearsExperience
2 statesRegistered in
$32BFirm assets
37 yearsFirm in business
Are you Toria N Troxel? 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.
- True Peak Partners LLCDec 2025 to now
- Capital Edge Insurance & Financial Services, IncDec 2024 to now
- Eagle Strategies LLCFeb 2023 to now
- Nylife Securities LLCAug 2020 to now
- New York Life Insurance Co.Apr 2020 to now
- Time Wealth Strategies & Insurance Solutions, LLCNov 2022 to Dec 2025
- Door DashJun 2021 to Apr 2023
- RealpageOct 2018 to Jun 2020
- AppfolioAug 2017 to Oct 2018
- Ruffalo Noel LevitzSep 2015 to Jul 2017
- Fossil GroupMay 2014 to Dec 2016
- Florida State UniversityAug 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 7247865
- Firm CRD
- 110826