JL
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
8 advisors
Number of Clients
373 clients
Average Client Portfolio
$233K average
Assets Under Management
$87.0M
Fee Structure
This document does not contain any fee information. Please refer to the Eagle Financial Advisors, LLC brochure for fee details.
Areas of Practice
Financial Planning & CoachingInsurance Planning
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Advisor Information
Office location
9300 Wade Blvd., Suite 100, Frisco, TX, 75035
Get directionsRegulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
August 2004Regulatory
July 2004Final
Investigation
November 2000Other Business ActivitiesSells Insurance
John works as an insurance agent for CLA USA Inc. and Eagle Financial Group since 2007, dedicating full-time hours to each role. One role is not investment related, while the other is.
Employment History
Current Registrations
Eagle Financial Advisors, LLC
February 2016 - Present · 9 yrs 11 mos
Previous Registrations
Samco Financial Services, INC.Broker
May 2004 - August 2004 · 3 mos
Capital Brokerage CorporationBroker
November 2001 - May 2002 · 6 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.