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VERIFIEDTaylor Davis MBA, EA, Investment Advisor Representative
Eagle Wealth Solutions
5520 N Eagle Rd Ste 101
Boise, ID 83713
208-629-7827
About Eagle Wealth Solutions
Our team of experienced professionals is dedicated to helping individuals and families pursue their financial goals through thoughtful, client-focused planning. We work with clients at every stage of life, providing personalized financial strategies designed to support clarity, confidence, and a greater sense of control over their financial future.We understand theres no one-size-fits-all approach to financial planning. That's why we start by getting to know you, your goals, your priorities, and what matters most
See Disclosures
General Information
Firm Start Year
1992
automated call
Yes
CRD#
7561183
Firm CRD#
143665
Name of Custodial Firm
Schwab
States Licensed in
ID
Years of Experience in Financial Services
10
Number of Years with Current Firm
5
Work with the following types of clients
Businesses, Individual Investors
Advisory Services Provided
Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Tax Advice and Services, Money Management, Risk Management, Financial Planning for Businesses, Financial Planning for Individuals, Education Funding and Planning
Services
Investment Types
Mutual Funds, Insurance, Alternative Investments, Exchange Traded Funds (ETFs), Annuities, Stocks, Bonds, Socially Responsible Investments (SRI)
Can meet clients in the following ways
Our Office, Your Home, Phone, Video Conference, Email, Your Office
Compliance
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Securities Licenses
Series 65
Insurance and Annuity Licenses
Life, Annuity
Firm Information
Assets Managed by Firm
$2,000,000,000
Compensation and Fees
Fee Structure
Fee-Based
Compensation Methods
Based on Assets, Flat Fee, Hourly
Education
MBA - Financial Strategy
University of Southern California, Marshall School of Business
08/01/2017 -12/31/2019
Disclosures
RetirementPlanning.net provides referrals to financial professionals. RetirementPlanning.net is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RetirementPlanning.net to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1894771/retirementplanning-Eagle-Wealth-Solutions-detailed-disclosure.html
Disclaimer
Investment advisory services offered through HBW Advisory Services LLC. Taylor Davis is an Investment Advisor Representative, dba Eagle Wealth Solutions. HBW Insurance & Financial Services, Inc. dba HBW Partners and HBW Advisory Services are separate entities which do not offer legal or tax advice.