David Hannon
David Hannon is a registered investment advisor at Eagle Strategies LLC, based in Anchorage, AK, with 11 years of industry experience. David 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
188 W Northern Lights Blvd, Suite #1300, Anchorage, AK, 99503
Get directionsHistory
Regulatory History (1)
Criminal
February 2000Other Business ActivitiesSells Insurance
David owns rental property, volunteers as an officer for the Alaskan AIDS Assistance Association, serves on the board of the Anchorage Chamber of Commerce and the Anchorage Estate Planning Council, and rents out his car on Turo. He also works as an insurance broker, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations13 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.