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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Barr is a registered investment advisor representative with Eagle Strategies LLC, based in Frisco, TX. David has been in the financial services industry since 2006. David has experience in portfolio management for individuals and financial planning. Eagle Strategies LLC is a registered investment advisor based in New York, NY, providing financial planning, pension consulting and other advisory services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TX
11/16/2018 - Present
Eagle Strategies LLC (FRISCO TX)
TX
10/09/2015 - 04/09/2018
THRIVENT INVESTMENT MANAGEMENT INC. (Cedar Park TX)
IL
03/16/2009 - 10/09/2015
HORACE MANN INVESTORS, INC. (SPRINGFIELD IL)
TX
06/11/2007 - 08/01/2008
ALLSTATE FINANCIAL SERVICES, LLC (CELINA TX)
IL
09/13/2005 - 05/03/2007
HORACE MANN INVESTORS INC (SPRINGFIELD IL)
IA
Issued 04/07/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/10/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/16/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2016
Series 7 - General Securities Representative Examination
BC
Issued 09/12/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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