Strawford Dees
Strawford Dees is a registered investment advisor at Eagle Strategies LLC, based in Pensacola, FL, with 20 years of industry experience. Strawford 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
125 W. Romana Street, One Pensacola Plaza Suite 720, Pensacola, FL, 32502
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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
Strawford works as an insurance broker for ASA Group, selling fixed insurance products including annuities and life insurance since June 2024. This activity takes about 10-20% of Strawford's time, with some of the work conducted during securities trading hours.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
Level Four Financial, LLCBroker
Mag Cap
LPL Financial LLCBroker
LPL Financial LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations7 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.