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Braxton Barber

Investment adviser representative at Eagle Strategies LLC
19 yearsExperience
1 stateRegistered 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

19 years in the industry.

  1. Eagle Strategies LLCAug 2026 to now
  2. Nylife Securities LLCJun 2025 to now
  3. New York Life Insurance CompanyFeb 2025 to now
  4. United States Golf Association (usga)May 2024 to Jul 2024
  5. GreenworksMay 2023 to Jul 2024
  6. Davidson CollegeAug 2021 to Jan 2025
  7. Sandhills Office SupplyJun 2021 to Feb 2025
  8. Pine Needles Golf and LodgeApr 2021 to Feb 2025
  9. Harris TeeterNov 2019 to Aug 2021
  10. Moore County SchoolsAug 2007 to Jun 2021

Exams passed

  • Series 63 · Uniform Securities Agent State Law2025
  • Series 65 · Uniform Investment Adviser Law2026

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
8037422
Firm CRD
110826
Advisor's SEC record (opens in a new tab)
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