Leroy Twisdale, financial advisor Texarkana TX
93 score

Leroy Twisdale

CRD Number: 4574008
Current Firm: Eagle Strategies LLC

Leroy Twisdale (CRD# 4574008) is an Investment Advisor Representative working at Eagle Strategies LLC in Texarkana, TX and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Eagle Strategies LLC Texarkana, AR Sep 2011 - Current 5
Nylife Securities Inc. Shreveport, LA Mar 2003 - Current 13
New York Life Insurance Co Shreveport, LA Jun 2002 - Current 14
Twisdale Financial Strategies, LLC Texarkana, TX Nov 2012 - Jan 2014 1
Magness Financial Group Texarkana, AR Feb 2011 - Nov 2012 1
Magness & Associates. LLC Texarkana, AR Dec 2005 - Feb 2011 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2003
S65 NASAA Investment Advisors Law Examination Aug 2011
Contact Info for Leroy Twisdale
Phone Number: (888) 695-3245
Registered State(s):
  • AR
  • LA
  • 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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