Toria N Troxel

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

• 10/2018 → 06/2020
  Realpage
  Richardson, TX
• 08/2017 → 10/2018
  Appfolio
  Richardson, TX
• 09/2015 → 07/2017
  Ruffalo Noel Levitz
  Tallahassee, FL
• 08/2013 → 05/2017
  Florida State University
  Tallahassee, FL
• 05/2014 → 12/2016
  Fossil Group
  Frisco, TX
• 04/2020 → Present
  New York Life Insurance Co.
  Dallas, TX
• 08/2020 → Present
  Nylife Securities Llc
  Dallas, TX
• 06/2021 → 04/2023
  Door Dash
  Fort Worth, TX
• 11/2022 → 12/2025
  Time Wealth Strategies & Insurance Solutions, Llc
  Dallas, TX
• 02/2023 → Present
  Eagle Strategies Llc
  Dallas, TX
• 12/2024 → Present
  Capital Edge Insurance & Financial Services, Inc
  Dallas, TX
• 12/2025 → Present
  True Peak Partners Llc
  Denver, CO

Other Businesses

[Florida State University Asian Alumni Association; connect with other alumni ; 600 W College Ave, Tallahassee, FL 32306; start 02/2021; Board Member; 2 hours per month, 0 during securities trading hours; bring different ideas to the table of how we can encourage other Asian FSU students to join; non-investment related] [FSU North Texas Alumni Association; To have a network for FSU alumni in the north texas area; 1030 W. Tennessee St. Tallahassee, FL 32304; Start Date 01/2022; Role/Title: Board Member; Not Investment Related; .5 hours per month; 0 hours per month during securities trading hours; Set up meet up times to watch football or baseball games.] [OPERATING UNDER THE DBA NAME OF TRUE PEAK PARTNERS LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER); (DENVER, CO); START DATE: 12/2025] [Troxel Financial LLC; I'm not sure if I categorized this request correctly, but I went established in August 2023 and am looking to establish my LLC for tax purposes. I am not trying to DBA with this at this time. ; 12201 Merit Drive Suite 1000 Dallas, TX 75251; Start Date 09/2023; Role/Title: Owner; Investment Related; 80 hours per month; 40 hours per month during securities trading hours; I am strictly wanting to do this for tax purposes][Asian Corporate & Entrepreneur Leaders; To bring together folks with Asian backgrounds to come together to do community service, networking events; P.O. Box 25527 Tempe, AZ 85285; Start Date 12/2024; Role/Title: Board Member; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours; Vice President] [OPERATING UNDER THE DBA NAME OF Capital Edge Insurance & Financial Services, Inc FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; DALLAS TX; START DATE: 12/2024][Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products.; 5005 W LBJ FWY SUITE 1600 DALLAS TX 75244; Start Date 01/2025; Role/Title: Insurance Broker; Investment Related; 80 hours per month; 80 hours per month during securities trading hours]

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-02-15
• S63 Uniform Securities Agent State Law Examination
  2021-07-16