DG
ChFC
DG
ChFC
David Guilford
10 Years of Experience
New Orleans, LA
1 DisclosureBroker
David Guilford is a ChFC-designated registered investment advisor at Eagle Strategies LLC, based in New Orleans, LA, with 10 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2404 advisors
Number of Clients
111,361 clients
Average Client Portfolio
$228K average
Assets Under Management
$25.4B
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.
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Location
639 Loyola Avenue, Suite 1900, New Orleans, LA, 70113
Get directionsHistory
Regulatory History (1)
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Regulatory
March 1999Final
Employment History
Current Registrations
Eagle Strategies LLC
September 2020 - Present · 6 yrs
Nylife Securities LLCBroker
January 2018 - Present · 8 yrs 8 mos
Previous Registrations
Cohig & Associates, INC.Broker
December 1994 - January 1995 · 1 mo
Thomas James Associates, INC.Broker
July 1993 - December 1994 · 1 yr 5 mos
Chatfield Dean & CO., INC.Broker
July 1993 - July 1993 · 0 mos
Chatfield Dean & CO., INC.Broker
January 1993 - June 1993 · 5 mos
State Registrations8 states
ALARCAFLKSLAMSTX
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.