David Victor Bearden

Employer firm

Eagle Strategies LLC CRD 110826

$32.0B regulatory AUM 6,662 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2010 → Present
  New York Life Insurance Company
  Tucson, AZ
• 10/2010 → Present
  Nylife Securities Llc
  Tucson, AZ
• 02/2021 → Present
  Eagle Strategies Llc
  Tucson, AZ

Previous Registrations

• 2006-10-17 → 2008-10-16
  Bancwest Investment Services, Inc.
  Mountain View, CA
  Palo Alto, CA
  Sunnyvale, CA
  Cupertino, CA
  Omaha, NE
  Sunnyvale, CA
  Mountain View, CA
  Palo Alto, CA
  Cupertino, CA
• 2003-03-17 → 2006-03-10
  Citicorp Investment Services
  Mountain View, CA
• 1997-07-08 → 2003-01-30
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Jose, CA

Other Businesses

[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS: INVESTMENT RELATED; INSURANCE BROKER; START DATE 7/2010]

Exams

• S66 Uniform Combined State Law Examination
  2021-02-16
• S65 Uniform Investment Adviser Law Examination
  1994-07-19
• S63 Uniform Securities Agent State Law Examination
  1991-12-17

Other Names

• David Victor Bearden