Debora D Clark

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

• 07/2003 → Present
  New York Life Insurance Co.
  Dallas, TX
• 03/1982 → Present
  Trinity Episcopal Church
  Ft. Worth, TX
• 07/2003 → Present
  Nylife Securities
  Dallas, TX
• 03/2018 → Present
  Clark And Associates Wealth Strategies, Llc
  Frisco, TX
• 06/2018 → Present
  Eagle Strategies Llc
  Ft. Worth, TX

Other Businesses

[ORGANIST FOR MAIN SUNDAY SERVICE EVERY WEEK AT TRINITY EPISCOPAL CHURCH, RECEIVE WAGES. TIME DEVOTED - 5HRS A WEEK] [APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; START DATE 8/2009] [ORGANIST FOR ALL MUSICAL-RELATED ACTIVITIES AT CHURCH. IT INVOLVES APPROIMATELY 10 HRS A WEEK OF MY TIME] [LEASE MY MINERAL INTEREST OF MY HOMESTEAD TO CHESAPEAKE ENERGY FOR DRILLING PURPOSES AND RECEIVE RENTAL INCOME] [OPERATING UNDER THE DBA NAME OF CLARK AND ASSOCIATES WEALTH STRATEGIES, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; FRISCO, TX; START DATE: 03/2018] [DD & DK Properties, LLC; real estate property held for rental income; 477/479 West Third Street, Bloomsburg, Pa. 17815; Start Date 06/2023; Role/Title: Owner; Investment Related; 5 hours per month; 0 hours per month during securities trading hours]

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-03-24
• S63 Uniform Securities Agent State Law Examination
  2003-11-06