Cameron M Reeves

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

• 03/2001 → Present
  New York Life - Nyltemps
  Dallas, TX
• 02/2005 → Present
  Eagle Strategies Llc
  Prosper, TX
• 04/2001 → Present
  Nylife Securities Llc
  Prosper, TX
• 02/2024 → Present
  Tri Wealth, Llc
  Prosper, TX

Other Businesses

[Insurance Brokering; APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS: INVESTMENT RELATED; 7227 Preston Country Ln Prosper TX 75078; Start Date 11/05; Role/Title: Insurance Broker; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [Prestonwood Baptist Church - Security Team Ministry; The mission of the security team at church is to provide a balance between a welcoming and worshipful atmosphere and providing the safest and most secure venue possible, in the most discrete manner possible for our church body, staff and visitors.; 1001 W. Prosper Trail, Prosper TX 75078; Start Date 07/2021; Role/Title: Volunteer; Not Investment Related; 6 hours per month; 0 hours per month during securities trading hours; help with the safety and security of the church staff, members, and visitors of the church by observing, and communicating with other team members and law enforcement on property] [Prosper Education Foundation; The Mission of the Prosper Education Foundation is to encourage and support educational excellence in Prosper ISD. They do this by fundraising to provide scholarships for kids and providing teacher grants for special programs offered at Prosper ISD.; 130 N. Preston Rd, Suite 206 Prosper, TX 75078; Start Date 07/2022; Role/Title: Board Member; Not Investment Related; 10 hours per month; 5 hours per month during securities trading hours; help with fundraising as well as help by volunteering with the events that are put on throughout the year.] [The Town of Prosper Councilman; The Town of Prosper TX Councilman; 250 W. First Street, Prosper, TX 75078; Start Date 05/2024; Role/Title: Member; Not Investment Related; 20 hours per month; 5 hours per month during securities trading hours; take action by the enactment of ordinances, resolutions and formal motions, which provide direction for the Town Staff to follow.] [OPERATING UNDER THE DBA NAME OF TRI WEALTH, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; PROSPER, TX; START DATE: 02/2024]

Exams

• S66 Uniform Combined State Law Examination
  2001-06-18