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Philip James Mix

Eagle Strategies LLC

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About Philip James Mix

Philip Mix is a financial professional with over six years of experience in the industry. Philip is currently registered with Eagle Strategies LLC. Philip has a strong background in both the financial services industry and the military, having served in the United States Army and the Kentucky National Guard. Philip is also a licensed insurance agent and has worked with New York Life Insurance Co. and NYLIFE Securities LLC. Philip holds a Series 6, Series 63, and SIE licenses. Philip's experience and qualifications make him a valuable resource for clients seeking financial advice. Philip's areas of specialization include retirement planning, investment management, and insurance.

Firm Information

Philip Mix 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

9300 SHELBYVILLE ROAD

LOUISVILLE, KY 40222

$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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Philip Mix’s Registration & Firm History

KY

09/11/2024 - Present

Eagle Strategies LLC (LOUISVILLE KY)

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Licenses & Designations

BC

Issued 10/18/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 6/7/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Philip James Mix.
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