Best Investors
Account
Sign in
Best Investors
Account
Sign in
Eagle Financial Advisors, LLC CRD 167696
$113M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
9300 Wade Blvd. Suite 100, Frisco, TX 75035 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-03-01 |
| WI | RA | APPROVED | 2024-03-01 |
| PA | RA | APPROVED | 2021-05-10 |
| IN | RA | APPROVED | 2021-04-16 |
Branch Locations
2161 White Owl Way, Okemos, MI 48864 • United States
9300 Wade Blvd. Suite 100, Frisco, TX 75035 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mid American Financial | Okemos | MI | 06/2008 | Present |
| Eagle Financial Advisors, Llc | Frisco | TX | 06/2014 | Present |
| Eagle Financial Group | Frisco | TX | 02/2019 | Present |
EAGLE FINANCIAL GROUP INSURANCE AGENT 40 HRS DURING TRADING HOURS 10 HRS OUTSIDE TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-06-12 |
| S65 | Uniform Investment Adviser Law Examination | 2008-04-29 |
Reach out to this advisor