Candis Best
Investment adviser representative at Eagle Strategies LLC
10 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$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
10 years in the industry.
- Eagle Strategies LLCJul 2024 to now
- Nylife Securities LLCMar 2022 to now
- New York Life Insurance CompanyNov 2021 to now
- Reveal WealthMay 2024 to Jan 2026
- Smi Logistics LLCSep 2018 to Dec 2021
- Grand Canyon UniversityMay 2016 to Dec 2019
- Concordia University-portlandFeb 2016 to Dec 2019
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 7466291
- Firm CRD
- 110826