David Felte, financial advisor Santa Rosa CA
93 score

David Felte

CRD Number: 4481315
Current Firm: Eagle Strategies LLC

David Felte (CRD# 4481315) is an Investment Advisor Representative working at Eagle Strategies LLC in Santa Rosa, CA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Salmon-felter Insurance And Financial Services Santa Rosa, CA Dec 2005 - Current 11
Nylife Securities, Inc. Santa Rosa, CA Nov 2001 - Current 15
New York Life Santa Rosa, CA Mar 2001 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2002
S65 NASAA Investment Advisors Law Examination Feb 2004
Contact Info for David J. Felte
Phone Number: (888) 695-3245
Registered State(s):
  • CA
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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