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Boyd Ray Phillips

Eagle Strategies LLC

Marion, NC

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Current Employers
Eagle Strategies Llc

51 Madison Avenue 12Th Floor, New York, NY 10010 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2007-04-05
  • NC RA
    APPROVED
    Since 2007-04-05

Branch Locations

Phillips Financial Group 195 South Main Street, Suite A, Marion, NC 28752 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Phillips Financial Group, Llc Marion NC 04/2006 Present
Eagle Strategies Llc Marion NC 04/2007 Present
New York Life Insurance Co Marion NC 04/2006 Present
Nylife Securities Llc Marion NC 04/2006 Present
  • 04/2006 → Present
    Phillips Financial Group, Llc
    Marion, NC
  • 04/2007 → Present
    Marion, NC
  • 04/2006 → Present
    New York Life Insurance Co
    Marion, NC
  • 04/2006 → Present
    Nylife Securities Llc
    Marion, NC
Other Businesses

[PHILLIPS LINER FARM; 14191 HWY 221 N. MARION, NC 282752; OWNER; GROWING SEEDLING PLANTS; 2-3 HOURS/MONTH; NON INVESTMENT RELATED; START DATE 09/2003] [INSURANCE BROKERING; APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; DBA PHILLIPS FINANCIAL GROUP, LLC.] [Boyd Phillips Properties LLC; Conducts business of Rental Property; 195 South Main Street Marion NC 28752; Start Date 06/2009; Role/Title: Owner; Investment Related; 2 hours per month; 0 hours per month during securities trading hours] [McDowell County School System - School Calendar Committee; To set the school calendar for the upcoming school year; 334 south main street Marion NC 28752; Start Date 08/2016; Role/Title: committee member; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours] [Marion Business Association; assist new and existing businesses for them to be success businesses.; 58 Depot Street Marion, NC 28752; Start Date 01/2011; Role/Title: Board Member; Not Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [McDowell County Schools; board member; non investment related; start date 08/2012; 334 S. Main St., PO Box 130; 5 hours per month and 1 during securities hours][Mission Hospital McDowell; Healthcare - a wide array of healthcare services ; 430 Rankin Dr, Marion NC 28752; Start Date 01/2025; Role/Title: Board Member; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours; Oversight board for hospital operations][Young Rentals LLC; Rental Property Management; 195 S Main St, Suite A, Marion NC 28752; Start Date 01/2025; Role/Title: Member; Investment Related; 10 hours per month; 0 hours per month during securities trading hours; collect rent]

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-03-08
S63 Uniform Securities Agent State Law Examination 2003-04-02
  • S65 Uniform Investment Adviser Law Examination
    2007-03-08
  • S63 Uniform Securities Agent State Law Examination
    2003-04-02

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