Best Investors Account Sign in

William Andrew Doran

Eagle Strategies LLC

Aiken, SC

Claim This Profile
Current Employers
Eagle Strategies Llc

51 Madison Avenue 12Th Floor, New York, NY 10010 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2014-10-16
NC RA APPROVED 2014-10-15
  • SC RA
    APPROVED
    Since 2014-10-16
  • NC RA
    APPROVED
    Since 2014-10-15

Branch Locations

145 Greenville Street Sw, Aiken, SC 29801 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
New York Life Insurance Company Charlotte NC 04/2010 Present
Nylife Securities Llc Charlotte NC 09/2010 Present
Herlong & Doran Financial Group, Llc Johnston SC 02/2014 12/2022
Eagle Strategies Llc Aiken SC 10/2014 Present
Enrich Wealth Partners, Llc Aiken SC 06/2023 Present
  • 04/2010 → Present
    New York Life Insurance Company
    Charlotte, NC
  • 09/2010 → Present
    Nylife Securities Llc
    Charlotte, NC
  • 02/2014 → 12/2022
    Herlong & Doran Financial Group, Llc
    Johnston, SC
  • 10/2014 → Present
    Aiken, SC
  • 06/2023 → Present
    Enrich Wealth Partners, Llc
    Aiken, SC
Other Businesses

[BROKERING OF NON REGISTERED PRODUCTS; 424 CALHOUN STREET, JOHNSTON, NC 29832; YES: INVESTMENT RELATED; ROLE: AGENT; METHOD OF PAYMENT: COMMISSIONS; HOURS DEVOTED TO THE BUSINESS: 1/1] [OPERATING UNDER THE DBA NAME OF ENRICH WEALTH PARTNERS LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; ADDRESS: AIKEN, SC; START DATE: 06/2023] [Aiken RE LLC; Buying property downtown Aiken with another person under an LLC. We will be building an office building that eventually will be my office. I will own 50% of the LLC and my business Enrich Wealth Partners will pay the LLC Rent.; 141 Greenville St. SW Aiken SC 29801; Start Date 01/2024; Role/Title: Owner; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Coastal Carolina National Bank (CCNB) ; CCNB Advisory Board. I have been asked to sit on an advisory board for a community bank. ; 322 Richland Ave. W Aiken SC 29801; Start Date 06/2025; Role/Title: Board Member; Investment Related; 1 hours per month; 0 hours per month during securities trading hours] [JRMME, LLC; created to invest 25,000 into a RE deal PBFC; 145 Greenville St. Aiken SC 29801; Start Date 06/2026; Role/Title: Passive Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours]

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-09-18
S63 Uniform Securities Agent State Law Examination 2010-12-15
  • S66 Uniform Combined State Law Examination
    2014-09-18
  • S63 Uniform Securities Agent State Law Examination
    2010-12-15

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Aiken, SC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor