Jimmy Averitt, financial advisor Dallas TX
93 score

Jimmy Averitt

CRD Number: 4631730
Current Firm: Eagle Strategies LLC

Jimmy Averitt (CRD# 4631730) is an Investment Advisor Representative working at Eagle Strategies LLC in Dallas, TX and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Hersman Serles Almond, Pllc Kirkland, WA Jul 2011 - Current 5
Seidman Private Advisors, LLC Dallas, TX Jun 2011 - Current 5
Seidman Insurance Consultants, LLC Kirkland, WA Jun 2011 - Current 5
Eagle Strategies LLC Dallas, TX Jun 2011 - Current 5
New York Life Insurance Company Dallas, TX May 2011 - Current 5
Nylife Securities LLC Dallas, TX May 2011 - Current 5
Bdo Usa LLP Dallas, TX Nov 2000 - Jun 2011 10
Seidman Private Securities, LLC Kirkland, WA Dec 2005 - Jun 2009 3
Seidman Private Advisors LLC Kirkland, WA Oct 2004 - Jun 2009 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2011
S66 NASAA Uniform Combined State Law Examination Jun 2003
Contact Info for Jimmy C. Averitt
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
93
Clean Record
This advisor has a clean track record with regulators.

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