Wesley James White

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

• 04/2018 → 05/2021
  Aramark
  Conway, SC
• 01/2016 → 05/2018
  Coastal Carolina University
  Conway, SC
• 04/2021 → Present
  New York Life Insurance Company
  Charleston, SC
• 08/2021 → Present
  Nylife Securities Llc
  Charleston, SC
• 08/2023 → Present
  Williamson Mccarty And Associates, Llc
  Myrtle Beach, SC
• 06/2024 → Present
  Eagle Strategies Llc
  Myrtle Beach, SC

Other Businesses

[Coast FA; Coaching once a week and assisting in coaching teams; 7485 Butler Rd, Myrtle Beach, SC 29588; Start Date 08/2021; Role/Title: Coach; Not Investment Related; 8 hours per month; 0 hours per month during securities trading hours] [Rental Property; Renting out condo; 3753 Citation Way Myrtle Beach, SC; Start Date 04/2022; Role/Title: Owner; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours; collect rent] [OPERATING UNDER THE DBA NAME OF Williamson McCarty and Associates, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; MYRTLE BEACH SC; START DATE: 08/2023][W&O Trading LLC; resell and trade vintage clothes, and collectibles; 408 Harbour Reef Dr, Myrtle Beach, SC, 29588; Start Date 03/2026; Role/Title: Partner; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours; Help organize and price products and track cash flow]

Exams

• S66 Uniform Combined State Law Examination
  2024-06-20
• S63 Uniform Securities Agent State Law Examination
  2023-07-24