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Trever James Dodd

Eagle Strategies LLC

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About Trever James Dodd

Trever Dodd is a financial advisor with Eagle Strategies LLC, registered to provide financial and investment advice in South Dakota and Iowa. Trever is a Series 7TO and Series 66 licensed advisor. Trever Dodd's experience in the financial services industry dates back to June 2021, when he began working for Kruse Financial Group. Trever has worked in various roles since then, including at State Farm, Boyd Jones Construction and Morningside University.

Firm Information

Trever Dodd 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

330 OAK TREE LANE

DAKOTA DUNES, SD 57049

$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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Trever Dodd’s Registration & Firm History

SD

09/14/2022 - Present

Eagle Strategies LLC (DAKOTA DUNES SD)

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Licenses & Designations

BOTH

Issued 9/3/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 6/17/2022

Series 7TO - General Securities Representative Examination

BC

Issued 3/26/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Trever James Dodd.
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