David Allen Ponder

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

• 12/2001 → Present
  New York Life Insurance Co
  Fairfax, VA
• 04/2006 → Present
  Ponder Financial Group
  Columbia, MD
• 06/2020 → Present
  Alpha Solutions Group
  Edgewater, MD

Other Businesses

[APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS UNDER THE DBA PONDER FINANCIAL GROUP; INSURANCE BROKER; INVESTMENT RELATED; START DATE 04/2006] [Planned Giving Professional Advisory Committee for Maharishi University of Management; resource of professional advisors for the University's giving program.; 1000 North Fourth Street Fairfield, Iowa 52557; Start Date 03/2017; Role/Title: Chairman of Advisory Committee; Investment Related; 5 hours per month; 2 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF ALPHA SOLUTIONS GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; EDGEWATER, MD; START DATE: 06/2020]

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-03-08
• S63 Uniform Securities Agent State Law Examination
  1997-02-03

Other Names

• Dave Ponder