Phillip Whitehead
Phillip Whitehead is a ChFC-designated registered investment advisor at Eagle Strategies LLC, based in Brandon, MS, with 31 years of industry experience. Phillip 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
111 Grants Ferry Road, Brandon, MS, 39047
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2009Other Business ActivitiesSells Insurance
Phillip is an insurance broker appointed with various insurance carriers and operates under the DBA Whitehead Financial Group, selling New York Life products and brokering non-registered insurance products. He also owns rental property, real estate investments, and has ownership stakes in several Cookie Dough Doctors LLCs, Dawghouse Properties LLC, and P R Family Holdings LLC, and serves as a deacon at Park Place Baptist Church.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations10 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.