Michael R Duke

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

• 03/2017 → Present
  Duke Financial & Insurance Strategies
  Bedford, TX
• 05/2017 → Present
  Eagle Strategies Llc
  Bedford, TX
• 01/2013 → Present
  New York Life Insurance Company
  Bedford, TX
• 01/2013 → Present
  Nylife Securities Llc
  Bedford, TX

Other Businesses

[RENTAL PROPERTY; 1814 LOST CROSSING TRL, ARLINGTON, TX 76002; START DATE: 11/2009; ROLE/TITLE: OWNER; INVESTMENT RELATED] [APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS] [OIL AND GAS ROYALTIES; I HAVE 4 GAS LEASES THAT WILL PAY ME INCOME FROM TIME TO TIME BUT ARE NOT CONSISTENT: PROPERTY ADDRESSES ARE 1814 LOST CROSSING TRAIL, 527 VALLEY SPRING DR., 2404 LINDBLAD CT., 115 E. SANFORD ST. ARLINGTON TEXAS; 1814 LOST CROSSING TRAIL, 527 VALLEY SPRING DR., 2404 LINDBLAD CT., 115 E. SANFORD ST. ARLINGTON TEXAS; START DATE 07/2000; ROLE/TITLE: OWNER; INVESTMENT RELATED; 0 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [OPERATING UNDER THE DBA NAME OF DUKE FINANCIAL & INSURANCE STRATEGIES FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; BEDFORD, TX; START DATE: 03/2017] [Duke Financial Strategies - Dormant; This DBA has been registered with the state but not used because of regulations stipulating that I must use the word "insurance" in my DBA.; 1521 N. Cooper Street Ste. 335 Arlington, TX 76011; Start Date 09/2015; Role/Title: Owner; Investment Related; 0 hours per month; 0 hours per month during securities trading hours]

Exams

• S66 Uniform Combined State Law Examination
  2017-05-06
• S63 Uniform Securities Agent State Law Examination
  2012-03-10

Designations

• Chartered Financial Consultant