Donley SargentCRD 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 33 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.
C.m.bidwell & Associates Ltd
Wall Street Financial Group, Inc.
Afam Capital, Inc.
|Eagle Strategies LLC||Dallas, TX||May 2009 - Current||9|
|Nylife Securities Inc.||Irving, TX||Sep 1982 - Current||35|
|New York Life Insurance Co||Irving, TX||Nov 1977 - Current||40|
|Sargent Incorporated||Dallas, TX||Oct 1999 - Apr 2011||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1984|
Total Assets Under Management6,621MILLIONS
Total Number of Accounts35,268ACCOUNTS
Average Account Value$187,722
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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, WY
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