David Arthur Denison

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

• 10/1992 → Present
  New York Life Ins. Co.
  San Francisco, CA
• 12/1992 → Present
  Nylife Securities Inc.
  Oakland, CA
• 11/2008 → Present
  Denison Financial And Insurance Services
  Walnut Creek, CA
• 12/2017 → Present
  Eagle Strategies Llc
  Walnut Creek, CA

Other Businesses

[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS] [OPERATING UNDER THE DBA NAME OF DENISON FINANCIAL AND INSURANCE SERVICES FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; WALNUT CREEK, CA]

Exams

• S66 Uniform Combined State Law Examination
  2017-12-19
• S63 Uniform Securities Agent State Law Examination
  1992-02-27