Heath Houston
Heath Houston is a registered investment advisor at Eagle Strategies LLC, based in Oxford, MS, with 18 years of industry experience. Heath 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
2084 Old Taylor Road, Suite 106, University Office Park, Oxford, MS, 38655
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2013Other Business ActivitiesSells Insurance
Heath is appointed with outside insurance carriers as an insurance broker, dedicating about 10-20% of his time to this activity. He also operates under the DBA names of HH Strategies LLC and Crystal Clear Financial Group, LLC for selling New York Life products and brokering non-registered insurance products, and is a partner in Wolf Ridge Farms LLC, a hunting camp.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
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.