LX
Li Xing
EAGLE STRATEGIES
OVERLAND PARK, KS 66210
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CRD#: 6407376
LX
Li XingEAGLE STRATEGIES
Professional summary
Li Xing is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Overland Park, Kansas and NYLIFE SECURITIES LLC located in Overland Park, Kansas.
Li is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Li has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
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.
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 7500 College Blvd Suite 800, Overland Park Kansas,66210; Start Date 04/2018; Role/Title: Insurance Broker; Investment Related; 30 hours per month; 15 hours per month during securities trading hours]
[KCCA Kansas City Chinese Association; Promote Chinese culture in Greater Kansas City area.; 9837 Lackman Rd Lenexa KS 66219 (They are moving soon to this new address); Start Date 05/2018; Role/Title: Board Member; Not Investment Related; 3 hours per month; 0 hours per month during securities trading hours;attending board meeting and vote on issues & decisions -delivery new KCCA member's membership card]
CRS (Client Relationship Summary) - RIA
Click below to view Li Xing'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®
NoneExperience
Current
September 11, 2026 - Present
EAGLE STRATEGIES LLC
Office #1: 7101 College Boulevard Suite 1400, Overland Park, KS 66210RIA
CRD#: 110826
OVERLAND PARK, KS
Current
July 1, 2015 - Present
NYLIFE SECURITIES LLC
Office #1: 7101 College Boulevard Suite 1400, Overland Park, KS 66210BD
CRD#: 5167
OVERLAND PARK, KS
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
ES
EAGLE STRATEGIES LLC
EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
RIA
Registered Investment Advisory firm - (10/14/1988 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(10/18/2018)
RR
Colorado(4/5/2019)
RR
Florida(4/28/2021)
RR
Iowa(6/11/2020)
RR
Kansas(11/5/2015)
IAR
Kansas(9/11/2026)
RR
Michigan(6/9/2026)
RR
Missouri(4/12/2016)
RR
New York(8/3/2016)
RR
North Carolina(8/2/2018)
RR
North Dakota(1/12/2024)
RR
Pennsylvania(2/5/2026)
RR
Tennessee(6/6/2022)
RR
Texas(4/19/2016)
RR
Utah(4/15/2026)
Exams
What does exam status mean?
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 6
Passed: 7/1/2015
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA
Current Firm
ES
EAGLE STRATEGIES LLC
EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
RIA
Registered Investment Advisory firm - (10/14/1988 Approved)Loading...
Contact information
Main Address
51 Madison Avenue 12th Floor, New York, NY 10010
Mailing Address
51 Madison Avenue Floor 3b, Room 0304, New York, NY 10010
Phone number
(888) 695-3245
Established
Firm type
Fiscal year end
# of Employees
3,190
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 133,900 |
| AUM (Assets Under Management) | $ 32,040,850,438 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/27/2026 | ||
| 01/24/2025 | ||
| 04/25/2024 | ||
| 12/20/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
EAGLE STRATEGIES LLC
CRD#: 110826Overland Park, KS 66210TRUST BUT VERIFY
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