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Foster Lee Wilcox

Eagle Strategies LLC

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About Foster Lee Wilcox

Foster Wilcox is a registered representative with Eagle Strategies LLC and a registered investment advisor representative in Oklahoma and Texas. Foster has been in the financial services industry since February 2019. He holds Series 7, SIE and Series 66 licenses and is also registered to sell insurance in Oklahoma. Foster specializes in providing financial planning and portfolio management services to individuals, corporations, and charitable organizations. Foster is also a registered representative with NYLIFE Securities LLC and is licensed to sell insurance in Oklahoma.

Firm Information

Foster Wilcox is currently registered with Eagle Strategies LLC. Eagle Strategies LLC is an investment advisor headquartered in New York, NY. The firm provides a range of services, including financial planning, pension consulting, educational seminars, and publication of periodicals. They manage assets for individuals, high-net-worth individuals, corporations, and charitable organizations. Eagle Strategies has over 1,998 registered representatives and manages over $20 billion in assets.
Eagle Strategies LLC

3545 NW 58TH STREET

OKLAHOMA CITY, OK 73112

$20.36B

Assets Under Management

6,070

Total Clients

2,031

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Foster Wilcox’s Registration & Firm History

OK

06/28/2023 - Present

Eagle Strategies LLC (OKLAHOMA CITY OK)

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Licenses & Designations

BOTH

Issued 3/17/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 2/4/2019

Series 7TO - General Securities Representative Examination

BC

Issued 2/4/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Foster Lee Wilcox.
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