Phillip Ray Whitehead

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

• 05/1994 → Present
  New York Life
  Jackson, MS
• 06/1994 → Present
  Nylife Securities Inc.
  Jackson, MS
• 05/2006 → Present
  Eagle Strategies Llc
  Brandon, MS
• 11/2021 → Present
  Whitehead Financial Group, Llc
  Brandon, MS

Other Businesses

[INSURANCE BROKERING; APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; COMPENSATION: COMMISSIONS] [RENTAL PROPERTY; 111 GRANTS FERRY ROAD, BRANDON, MS 39047; START DATE: 09/2005; ROLE/TITLE: OWNER; INVESTMENT RELATED; 1 HOUR PER WEEK] [REAL ESTATE INVESTMENT (LAND), 111 GRANTS FERRY ROAD, BRANDON, MS 39047. OWNER 34% S-CORP. METHOD OF COMPENSATION/OTHER INCOME IF SOLD. UNSURE OF AMOUNT OF TAXABLE INCOME UNTIL SOLD. ONE HOUR DEVOTED MONTHLY. REAL ESTATE SALES FOR INVESTMENT PURPOSES. PURCHASED SOME LAND TO BE SOLD WITH TWO OTHER OWNER IN AN S-CORP. (PDX INC.). ONLY DISCUSS OUT OPTIONS DO NOT SPEND TIME REGULARLY ON THIS OBA] [Cookie Dough Doctors III, LLC; retail sales of cookies and ice cream; legal 111 Grants Ferry Rd Brandon, Ms 39047 physical 1801 W Jackson Ave Oxford, Ms 38655; Start Date 08/2016; Role/Title: Owner; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours] [DAWGHOUSE PROPERTIES, LLC; 111 GRANTS FERRY ROAD, BRANDON, MS 39047; START DATE: 8/2012; ROLE/TITLE: OWNER/ MANAGER; INVESTMENT RELATED; 1 HOUR PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [PARK PLACE BAPTIST CHURCH; DEACON IN CHURCH. SERVICE RELATED PROJECTS FOR CHURCH, TAKING UP OFFERING, DOING THE LORD'S SUPPER, PRAYING IN SERVICES; 5701 HWY 80 PEARL, MS 39208; START DATE 05/1993; ROLE/TITLE: DEACON; NOT INVESTMENT RELATED; 2 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS; COMPENSATION: NONE] [P R Family Holdings LLC; This is a holding company that will hold Insurance, cash and other LLCs for our family; 111 Grants Ferry Rd Brandon Ms 39047; Start Date 05/2020; Role/Title: Member; Not Investment Related; 1 hours per month; 1 hours per month during securities trading hours; I will be the person adding any assets to the LLC like cash or insurance policies or other LLCs] [OPERATING UNDER THE DBA NAME OF WHITEHEAD FINANCIAL GROUP, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; BRANDON, MS; START DATE: 11/2021][Cookie Dough Doctors II LLC (Dormant);111 Grants Ferry Rd Brandon, MS 39047; Start Date 11/2025; Role/Title: Member; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours][Cookie Dough Doctors LLC (Dormant); 111 Grants Ferry Rd Brandon, MS 39047; Start Date 11/2025; Role/Title: Owner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours]

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-11-04

Designations

• Chartered Financial Consultant

Other Names

• Phil Ray Whitehead