Best Investors
Account
Sign in
Best Investors
Account
Sign in
9300 Wade Blvd. Suite 100, Frisco, TX 75035 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eagle Financial Group | Frisco | TX | 05/2016 | Present |
| Eagle Financial Advisors, Llc | Frisco | TX | 09/2025 | Present |
Dynamic Retirement Solutions, LLC. Offer fixed annuity and life insurance products in the standard course of my advisory business. It is investment-related, address is the same as my resident address, I'm the sole owner, it is a new venture, with a 25% time allocation intermittently in the course of advising clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-05 |
| S66 | Uniform Combined State Law Examination | 2009-04-09 |
Reach out to this advisor