Foster Lee Wilcox

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

• 01/2019 → Present
  New York Life Insurance Company
  Oklahoma City, OK
• 01/2019 → Present
  Nylife Securities Llc
  Oklahoma City, OK
• 05/2016 → 04/2019
  Crossland Construction Company
  Oklahoma City, OK
• 04/2019 → Present
  Eagle Strategies Llc
  Oklahoma City, OK
• 01/2023 → Present
  Eagle 1 Companies, Llc D/B/A Cimarron Financial Group
  Oklahoma City, OK

Other Businesses

[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 3535 NW 58th St. STE 710 OKC,OK 73112; Start Date 11/2022; Role/Title: Owner; Investment Related; 2 hours per month; 2 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF EAGLE 1 COMPANIES, LLC D/B/A CIMARRON FINANCIAL GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER); (OKLAHOMA CITY, OK); START DATE: 01/2023][CFG Holdings LLC; Building ownership; 7733 W. Britton Road Oklahoma City OK 73132; Start Date 07/2025; Role/Title: Owner; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours][Cimarron Financial Group LLC; operating expenses payments; 7733 W. Britton Road Oklahoma City, OK 73132; Start Date 07/2025; Role/Title: Owner; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours; Payment of staff and supplies for business.]

Exams

• S66 Uniform Combined State Law Examination
  2019-03-17

Designations

• Certified Financial Planner