Steven Huynh is a registered investment advisor at Eagle Strategies LLC, based in Dallas, TX, with 20 years of industry experience. Steven 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
12201 Merit Drive, Suite 1000, Dallas, TX, 75251
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Steven is the owner of The WASP Group LLC, which owns a commercial property. He spends a few hours per week on minor accounting and bookkeeping tasks related to this investment.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Farmers Financial Solutions, LLCBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Signator Investors, INC.Broker
Nylife Securities LLCBroker
World Group Securities, INC.Broker
Wma Securities, INC.Broker
State Registrations1 state
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