Donley Sargent, financial advisor Austin TX
96 score

Donley Sargent

CRD Number: 1105815
Current Firm: Eagle Strategies LLC

Donley Sargent (CRD# 1105815) is an Investment Advisor Representative working at Eagle Strategies LLC in Austin, TX and has over 32 years of experience in the finance industry. Donley Sargent has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Eagle Strategies LLC Dallas, TX May 2009 - Current 7
Nylife Securities Inc. Irving, TX Sep 1982 - Current 34
New York Life Insurance Co Irving, TX Nov 1977 - Current 39
Sargent Incorporated Dallas, TX Oct 1999 - Apr 2011 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1984
Contact Info for Donley C. Sargent
Phone Number: (888) 695-3245
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    5,154
    MILLIONS
  • Total Number of Accounts
    29,837
    ACCOUNTS
  • Average Account Value
    $172,747
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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