David R Eggleston

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

• 07/1996 → 03/2023
  Della Porta Group
  Jacksonville, FL
• 09/2008 → 10/2019
  Proequities, Inc
  Jacksonville, FL
• 09/2008 → 04/2024
  Future Financial Partners, Inc.
  Jacksonville, FL
• 11/2019 → 03/2024
  Capital Investment Group, Inc
  Raleigh, NC
• 09/2008 → 11/2021
  Della Porta Financial Advisors
  Jacksonville, FL
• 03/2024 → Present
  New York Life Insurance Company
  Jacksonville, FL
• 03/2024 → Present
  Ny Life Securities Llc
  Jacksonville, FL
• 09/2024 → Present
  Eagle Strategies Llc
  Jacksonville, FL

Previous Registrations

• 2008-10-28 → 2024-04-22
  Future Financial Partners
  Jacksonville, FL
• 2005-03-04 → 2008-09-25
  Allegiance Financial Advisors, Inc.
  Jacksonville, FL

Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 3805 Walsh Street Jacksonville Florida 32205; Start Date: 04/2024; Role/Title: Insurance Broker; Investment related; 5 hours per month; 5 hours per month during securities trading hours; My function will be to request information from Capital Insurance Affiliates for product information for cases that won't be a fit for NY Life, and place that business through them, if possible]

Exams

• S66 Uniform Combined State Law Examination
  1999-12-11

Designations

• Certified Financial Planner

Other Names

• Dave Eggleston
• David Randall Eggleston