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Terry Hood

Eagle Strategies LLC
41 Years of Experience
Florence, AL
1 DisclosureBrokerSells Insurance
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Terry Hood is a ChFC-designated registered investment advisor at Eagle Strategies LLC, based in Florence, AL, with 41 years of industry experience. Terry is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 133,900 clients with $32B in assets under management.

Eagle Strategies LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2471 advisors
Number of Clients
133,900 clients
Average Client Portfolio
$239K average
Assets Under Management
$32.0B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)

Eagle Strategies offers investment management through several programs where fees vary depending on the specific platform and services selected:

  • Retirement Plan Consulting Program — annual fees generally range up to 0.80% of plan assets or up to $100,000 for flat dollar amounts.
  • ERISA Investment Manager Program — annual fees generally range from 0.05% to 0.80% of plan assets or up to $100,000 for flat dollar amounts.
  • Co-Advisory Program — Eagle Strategies charges fees ranging from 0% to 1.25% of assets under management, which are paid in addition to the co-adviser's fees.
  • New York Life Premier Advisory Variable Annuity — advisory fees range from 0% to 1% of the policy's accumulation value per year.
View Full SEC Brochure

Location

3501 Florence Boulevard, Florence, AL, 35634-2959

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History

Regulatory History (1)
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Customer Dispute
April 2008
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Terry is an insurance broker appointed with outside insurance carriers since 2006 and operates under the DBA Terry Hood Financial Group, LLC since 2017, selling New York Life products and brokering non-registered insurance products. Terry also works as a pastor/minister at Family Life Church, dedicating a few hours per week.

Employment History
Current Registrations
Eagle Strategies LLC
June 2008 - Present · 18 yrs 4 mos
Nylife Securities LLCBroker
February 1990 - Present · 36 yrs 8 mos
Previous Registrations
MML Investors Services, INC.Broker
February 1986 - February 1990 · 4 yrs
New York Life Securities CORP.Broker
May 1985 - February 1986 · 9 mos
State Registrations3 states
ALFLTN
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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