Leroy Twisdale
Leroy Twisdale is a registered investment advisor at Eagle Strategies LLC, based in Hot Springs, AR, with 22 years of industry experience. Leroy 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
Hot Springs, AR
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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 ActivitiesSells Insurance
Leroy is involved with Christian Warriors Church, appointed with outside insurance carriers as an insurance broker, a member of the Desoto Brothers Car Club, owner of The Tool Store Texarkana, and a board member of Fearfully and Wonderfully Made. He dedicates minimal time to the church and the non-profit, a few hours per week to insurance brokering, about 10-20% of his time to the car club and The Tool Store.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations3 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.