William Benjamin Allen Mcnair

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

• 12/2015 → 12/2022
  New York Life Insurance Company
  Wenatchee, WA
• 01/2016 → 12/2022
  Nylife Securities Llc
  Wenatchee, WA
• 03/2016 → 12/2022
  Eagle Strategies Llc
  Wenatchee, WA
• 06/2016 → 05/2018
  Draggoo Financial
  Wenatchee, WA
• 05/2018 → 12/2022
  Draggoo Financial Group
  Wenatchee, WA
• 12/2022 → Present
  Draggoo Financial Group
  Wenatchee, WA
• 03/2023 → Present
  Nylife Securities Llc.
  Wenatchee, WA
• 04/2023 → Present
  Eagle Strategies Llc
  Wenatchee, WA

Previous Registrations

• 2016-04-12 → 2022-12-16
  Eagle Strategies Llc
  Wenatchee, WA
  Wenatchee, WA
• 2008-02-08 → 2015-12-16
  Msi Financial Services, Inc.
  Wenatchee, WA
  Bellevue, WA

Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 929 W Sprague Ave Spokane, WA 99201; investment related; 1 hour per month] [OPERATING UNDER THE DBA NAME OF DRAGGOO FINANCIAL GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; WENATCHEE, WA; START DATE: 05/2018]

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-01-25
• S63 Uniform Securities Agent State Law Examination
  2007-09-08

Other Names

• William Benjamin Allen Mcnair
• Benjamin A Mcnair
• Benjamin Allen Mcnair
• William Benjamin Allen Mcnair
• Williambenjamin Allen Mcnair