Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Rockett is an investment advisor representative with Eagle Strategies LLC, who has been in the industry since June 2019. David is registered in 13 states: Arizona, Colorado, Florida, Georgia, Idaho, Iowa, Montana, Oregon, South Dakota, Utah, Virginia, and Washington. David is a member of the Willapa Community Development Association and the Willapa Harbor Chamber of Commerce. David provides financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, corporations and other businesses, charitable organizations, and individuals other than high-net-worth. David is also an insurance broker appointed with outside insurance carriers for the purpose of brokering non-registered insurance products.
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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WA
07/31/2019 - Present
Eagle Strategies LLC (RAYMOND WA)
BOTH
Issued 07/21/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/12/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/28/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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