Dawson Joseph Halvorson
Investment adviser representative at Eagle Strategies LLC
6 yearsExperience
3 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
6 years in the industry.
- Eagle Strategies LLCNov 2022 to now
- Nylife Securities LLCOct 2022 to now
- Vanguard UniversityJun 2021 to now
- Northwestern Mutual Investment Services LLCJan 2022 to Sep 2022
- DoordashJan 2021 to Aug 2021
- Orange Coast CollegeJun 2020 to Jun 2021
- Pbk Golf ServicesAug 2019 to Jun 2020
- Perris Union High School DistrictJun 2016 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 3 states (CA, TX, WA).
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
- 7449254
- Firm CRD
- 110826