David Farra
David Farra is a registered investment advisor at Eagle Strategies LLC, based in Downers Grove, IL, with 15 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 111,361 clients with $25B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Eagle Strategies offers investment advice through several programs:
- Co-Advisory Program: Eagle's fees range from 0% to 1.25% of your portfolio, in addition to the co-advisor's fees.
- New York Life Premier Advisory Variable Annuity: Eagle's advisory fee ranges from 0% to 1% of the annuity's value during the accumulation phase. This fee does not apply during the annuitization phase.
Location
3010 Highland Parkway, Suite 700, Downers Grove, IL, 60515
Get directionsHistory
Regulatory History (1)
Regulatory
September 2004Other Business ActivitiesSells Insurance
David works as an insurance broker with outside carriers, dedicating a few hours per week. He also operates under two DBAs, Mahoney Financial Organization, LLC and Christopher Financial Group LLC, for selling New York Life products and services, and serves as a board member for Ray Graham Association.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations15 states
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.