Stephens
47yrs
Top advisor by experience in Louisiana
19yrs
Based in Shreveport, Louisiana, Daniel Smith is a fiduciary financial advisor with 19 years of industry experience. Daniel joined Eagle Strategies in 2011, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 233 advisors with offices in Shreveport, and one of 204 fiduciaries.
At a glance
Experience19 years (since 2008)
How that compares ?More experience than 61% of advisors at Eagle Strategies
Office425 Ashley Ridge Blvd Suite 102, Shreveport, LA 71104
FirmEagle Strategies
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$235,446
Advisors at the firm2,501
States licensed ?2 states
Services through Eagle Strategies
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2011 – nowEagle Strategies LLCCurrent firm
Contact Daniel
(888) 695-3245Firm headquarters in New York, NY. Ask for Daniel. 425 Ashley Ridge Blvd Suite 102Shreveport, LA 71104Office · Get directions Firm websiteHTTP://WWW.EAGLESTRATEGIES.COM
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Daniel
How do I contact Daniel?
Call Eagle Strategies at (888) 695-3245 and ask for Daniel Smith. Daniel works from the Shreveport, LA office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2008, about 19 years. More experience than 61% of advisors at Eagle Strategies.
What licenses does Daniel hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Eagle Strategies reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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