Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
This brochure describes various advisory programs offered by Eagle Strategies. Fees and compensation details can be found in Eagle's Firm Disclosure Brochure at https://www.eaglestrategies.com/disclosures/. The brochure also mentions 12b-1 fees and shareholder service fees that may be received by NYLIFE Securities and credited to client accounts.
Areas of Practice
Advisor Information
Office location
2120 S Waldron Rd, Suite 4A, Fort Smith, AR, 72903
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Adam is a passive owner in Wheatley Family Limited Liability Partnership since 2009. He also operates under the DBA names of TSG Financial, LLC and Parity Financial Group, LLC to sell New York Life products and broker non-registered insurance products, and serves as a board member for Grand Avenue Baptist Church, dedicating minimal time each month.