Kristin Nicole Daniel

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

• 09/2014 → Present
  New York Life Insurance Company
  Little Rock, AR
• 09/2014 → Present
  Nylife Securities Llc
  Little Rock, AR
• 07/2016 → 12/2016
  Jerry Coats And Associates
  Little Rock, AR
• 12/2016 → 03/2017
  Insight Wealth
  Little Rock, AR
• 02/2020 → Present
  Eagle Strategies Llc
  Little Rock, AR
• 03/2020 → Present
  Parity Financial Group, Llc
  Little Rock, AR

Other Businesses

[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 10810 EXECUTIVE CENTER DRIVE, SUITE 301, LITTLE ROCK, AR 72211; START DATE 09/2014; ROLE/TITLE: INSURANCE BROKER; INVESTMENT RELATED; 5 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [OPERATING UNDER THE DBA NAME OF PARITY 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; LITTLE ROCK, AR; START DATE: 03/2020][Rental Property - 591 Creswell Dr; rental property; 591 Creswell Dr Fayetteville, Ar 72712; Start Date 08/2023; Role/Title: Owner; Investment Related; 0 hours per month; 0 hours per month during securities trading hours; collect rent][Rental Property - 567 Cresswell Dr; rental property ; 567 Cresswell Dr Fayetteville, Ar 72701; Start Date 08/2023; Role/Title: Owner; Investment Related; 0 hours per month; 0 hours per month during securities trading hours; collect rent][Helen Walton Children's Enrichment Center; Serve on the board of directors, specifically and President and the strategic planning committee; 309 NE J St Bentonville, Ar 72712; Start Date 03/2023; Role/Title: Board Member; Not Investment Related; 4 hours per month; 2 hours per month during securities trading hours][Northwest Arkansas Advisory Council ; Gather alumni of university to strengthen regional presence; 201 Donaghey Ave, Harrin Hall 100 Conway, AR 72035; Start Date 10/2025; Role/Title: Board Member; Not Investment Related; 2 hours per month; 2 hours per month during securities trading hours; Meet and engage with fellow alumni]

Exams

• S66 Uniform Combined State Law Examination
  2020-01-06
• S63 Uniform Securities Agent State Law Examination
  2010-11-17

Other Names

• Kristin Nicole Byrd