TV
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
Plano, TX
Get directionsRegulatory History (1)
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Customer Dispute
December 2010Denied
Other Business ActivitiesSells Insurance
Thomas owns Silver Tree Financial LLC, where he provides health insurance, fixed index annuities, and life insurance to non-CLA clients, dedicating a few hours per week. He also owns Sano Property Holding LLC, retaining properties for resale, spending minimal time on this activity, and works as an insurance agent for Eagle Financial Group, marketing fixed annuities and fixed life insurance products for about a quarter of his time plus a few hours per week.
Employment History
Current Registrations
Eagle Financial Advisors, LLC
May 2015 - Present · 10 yrs 8 mos
Previous Registrations
Park Avenue Securities LLC
December 2007 - November 2010 · 2 yrs 11 mos
State Registrations2 states
LATX
Advisor
Exams
No exam information available for this advisor.