Mark Wiggins
Mark Wiggins is a registered investment advisor at Eagle Strategies LLC, based in Plano, TX, with 24 years of industry experience. Mark 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
6860 North Dallas Parkway, Suite 200 - A, Plano, TX, 75024
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2015Other Business ActivitiesSells Insurance
Mark is an insurance broker appointed with outside carriers, operating under the DBA Wiggins Wealth Strategies since 2008. He also operates under the DBA Tri Wealth, LLC since 2024 to sell New York Life products and broker non-registered insurance products.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations8 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.