DD
David M. Delekta
EAGLE FINANCIAL ADVISORS
Frisco, TX 75035
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CRD#: 3172012
DD
Professional summary
David Michael Delekta, ChFC®, CLU® is a registered financial advisor currently at EAGLE FINANCIAL ADVISORS, LLC located in Frisco, Texas.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. David has worked at 4 firms and has passed the Series 63, Series 65 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
EAGLE FINANCIAL GROUP INSURANCE AGENT 40 HRS DURING TRADING HOURS 10 HRS OUTSIDE TRADING HOURS
CRS (Client Relationship Summary) - RIA
Click below to view David Michael Delekta's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
July 1, 2014 - Present
EAGLE FINANCIAL ADVISORS, LLC
Office #1: 9300 Wade Blvd. Suite 100, Frisco, TX 75035Office #2: 2161 White Owl Way, Okemos, MI 48864RIA
CRD#: 167696
Frisco, TX
Past
October 20, 2008 - April 1, 2009
USA FINANCIAL SECURITIES LLC
RIA
CRD#: 103857
OKEMOS, MI
Past
February 25, 2005 - May 31, 2005
ARGENTUS SECURITIES, LLC
BD
CRD#: 45915
DALLAS, TX
Past
March 9, 1999 - September 9, 2002
AMERICAN GENERAL SECURITIES INCORPORATED
BD
CRD#: 13626
PHOENIX, AZ
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Indiana(4/16/2021)
IAR
Michigan(7/1/2014)
IAR
Pennsylvania(5/10/2021)
IAR
Wisconsin(7/10/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
EF
EAGLE FINANCIAL ADVISORS, LLC
CLA USA ADVISORY GROUP, LLC | EAGLE FINANCIAL ADVISORS, LLC
CRD#: 167696 / SEC#:
Arizona
Registered Investment Advisory firm - (6/16/2015 Approved)Florida
Registered Investment Advisory firm - (5/21/2014 Approved)Georgia
Registered Investment Advisory firm - (10/16/2014 Approved)Illinois
Registered Investment Advisory firm - (4/1/2015 Approved)Indiana
Registered Investment Advisory firm - (4/16/2021 Approved)Louisiana
Registered Investment Advisory firm - (10/6/2014 Approved)Michigan
Registered Investment Advisory firm - (6/11/2014 Approved)Minnesota
Registered Investment Advisory firm - (11/2/2015 Approved)Missouri
Registered Investment Advisory firm - (12/3/2014 Approved)New Jersey
Registered Investment Advisory firm - (8/31/2019 Terminated)New Mexico
Registered Investment Advisory firm - (6/5/2017 Approved)North Carolina
Registered Investment Advisory firm - (1/17/2014 Approved)Ohio
Registered Investment Advisory firm - (3/3/2014 Approved)Oklahoma
Registered Investment Advisory firm - (4/23/2014 Approved)Oregon
Registered Investment Advisory firm - (2/10/2014 Approved)Pennsylvania
Registered Investment Advisory firm - (3/13/2014 Approved)Texas
Registered Investment Advisory firm - (9/16/2013 Approved)Wisconsin
Registered Investment Advisory firm - (2/19/2015 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
9300 Wade Blvd. Suite 100, Frisco, TX 75035
Mailing Address
Phone number
(800) 994-1317
Established
Firm type
Fiscal year end
# of Employees
7
Regulatory assets under management
| Total Number of Accounts | 373 |
| AUM (Assets Under Management) | $ 86,998,719 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
