TrueAdvisor
TrueAdvisor
DR
DR

David Robbins

Eagle Financial Strategies
29 Years of Experience
Bangor, ME
3 DisclosuresSells Insurance
View SEC Summary
View SEC Summary

David Robbins is a registered investment advisor at Eagle Financial Strategies, based in Bangor, ME, with 29 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 294 clients with $150M in assets under management.

Eagle Financial Strategies
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
294 clients
Average Client Portfolio
$497K average
Assets Under Management
$146.0M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

Fees are charged up to 1.25% annually, calculated and billed quarterly in advance. Fees are negotiable based on factors such as account size, length of relationship, and asset types.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

One Cumberland Place, Suite 204, Bangor, ME, 04401

Get directions

History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2016
Denied
Customer Dispute
March 2009
Denied
Customer Dispute
February 2003
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

David co-owns D & R Properties, a real estate rental business, established in 2002, requiring minimal time. Since 2022, David has also worked as an independent insurance agent, dedicating about 10-20% of his time to this role.

Employment History
Current Registrations
Eagle Financial Strategies
January 2023 - Present · 3 yrs 9 mos
Previous Registrations
American Independent Securities Group, LLC
July 2022 - January 2023 · 6 mos
American Independent Securities Group, LLCBroker
July 2022 - December 2022 · 5 mos
Key Investment Services LLC
April 2012 - July 2022 · 10 yrs 3 mos
Key Investment Services LLCBroker
April 2012 - June 2022 · 10 yrs 2 mos
Wells Fargo Advisors, LLCBroker
March 2009 - November 2010 · 1 yr 8 mos
Wells Fargo Advisors, LLC
March 2009 - November 2010 · 1 yr 8 mos
LPL Financial Corporation
January 2007 - March 2009 · 2 yrs 2 mos
LPL Financial CorporationBroker
January 2007 - March 2009 · 2 yrs 2 mos
Bangor Securities, INC.
February 2003 - March 2007 · 4 yrs 1 mo
Bangor Securities, INC.Broker
June 2001 - February 2007 · 5 yrs 8 mos
Mcdonald Investments INC.Broker
May 1999 - June 2001 · 2 yrs 1 mo
Key Investments INC.Broker
December 1995 - May 1999 · 3 yrs 5 mos
Pruco Securities CorporationBroker
June 1995 - November 1995 · 5 mos
American Express Financial Advisors INC.Broker
April 1995 - June 1995 · 2 mos
Ids Life Insurance CompanyBroker
April 1995 - June 1995 · 2 mos
State Registrations1 state
ME
Advisor

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.
More Advisors
More financial advisors in Bangor, ME →All financial advisors in Maine →