Dennis Farrar
Dennis Farrar is a registered investment advisor at Eagle Strategies LLC, based in Mobile, AL, with 15 years of industry experience. Dennis 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
1110 Montlimar Dr -10TH FLOOR-, Suite 1010, Mobile, AL, 36609
Get directionsHistory
Regulatory History (1)
Judgment / Lien
December 2020Other Business ActivitiesSells Insurance
Dennis is an insurance broker appointed with outside insurance carriers, brokering non-registered insurance products since 2020. This activity requires minimal time.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations5 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.