Joshua Denney
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.
- Eagle Strategies LLCAug 2024 to now
- Nylife SecuritiesJun 2022 to now
- New York LifeFeb 2022 to now
- Papa John's PizzaJul 2021 to Feb 2022
- Knox Wire HarnessesOct 2019 to Jul 2021
- BitesquadApr 2018 to Oct 2019
- Panera BreadJan 2017 to Apr 2018
- Glass Memorial LibraryAug 2013 to May 2017
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 7511824
- Firm CRD
- 110826