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Heath B Houston

Eagle Strategies LLC

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About Heath B Houston

Heath B. Houston is an investment advisor representative at Eagle Strategies LLC. Heath B. Houston has been in the industry since September 4, 2007. Heath B. Houston has also been an investment advisor representative at Waddell & Reed, Inc.. Heath B. Houston is registered in Arkansas, California, Iowa, Mississippi, North Carolina, Tennessee, and Texas. Heath B. Houston is a licensed insurance broker and has a Series 66, SIE and Series 7 license. Heath B. Houston is a partner at Wolf Ridge Farms LLC, and also operates under the DBA name of HH Strategies LLC and Crystal Clear Financial Group, LLC. Heath B. Houston is also the head coach of a soccer team.

Firm Information

Heath Houston 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

2084 OLD TAYLOR ROAD

Oxford, MS 38655

$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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Heath Houston’s Registration & Firm History

MS

01/09/2023 - Present

Eagle Strategies LLC (Oxford MS)

TN

08/08/2007 - 06/18/2008

WADDELL & REED, INC. (MEMPHIS TN)

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Licenses & Designations

BOTH

Issued 8/22/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 8/7/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Heath B Houston. Review regulatory record here.
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