William Huddleston
William Huddleston is a registered investment advisor at Eagle Strategies LLC, based in Texarkana, AR, with 22 years of industry experience. William 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
300 N Stateline Avenue, Texarkana, AR, 71854
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2008Other Business ActivitiesSells Insurance
William is affiliated with Eagle Strategies LLC as an investment advisor and brokers non-registered insurance products through Magness Financial Group LLC. He also owns rental property and Circle It Properties LLC, a commercial real estate leasing company, as well as Huddleston Cattle, a cow/calf cattle ranch, dedicating about 10-20% of his time to the ranch.
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.