Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid R. Eggleston is a financial advisor with Eagle Strategies LLC. David has been in the financial services industry since 1999. He holds a Series 7, Series 6, Series 24, and Series 66 license and is also a Certified Financial Planner. David has previously worked with Capital Investment Group, Inc. and ProEquities, Inc. David specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services for individuals and corporations. David also works as an insurance broker and is affiliated with Capital Insurance Affiliates.
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
FL
09/16/2024 - Present
Eagle Strategies LLC (JACKSONVILLE FL)
FL
11/15/2019 - 03/26/2024
CAPITAL INVESTMENT GROUP, INC. (JACKSONVILLE FL)
FL
09/30/2008 - 12/13/2019
PROEQUITIES, INC. (JACKSONVILLE FL)
FL
08/12/1999 - 09/25/2008
SIGNATOR INVESTORS, INC. (JACKSONVILLE FL)
BOTH
Issued 12/11/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 4/5/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2004
Series 7 - General Securities Representative Examination
BC
Issued 8/12/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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