Oxbow Advisors
47yrs
Top advisor by experience in Austin
6yrs
David Eagan has worked in the financial industry for 6 years and is a fiduciary financial advisor based in Austin, Texas. David joined Eagan Ventures in 2021, a firm offering financial planning. The firm is paid through flat fees.
One of 3498 advisors with offices in Austin, and one of 3168 fiduciaries.
At a glance
Experience6 years (since 2020)
How that compares ?6 years in the industry
OfficeAustin, TX
FirmEagan Ventures
How the firm is paid ?Flat fee
States licensed ?1 state
Services through Eagan Ventures
Financial planning
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.
Series 65Uniform Investment Adviser Law Examination
Career
- 2021 – nowEagan Ventures LLCCurrent firm
Questions to ask David
Tailored to David’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About David
How do I contact David?
Call Eagan Ventures at 765-418-3805 and ask for David Eagan. David works from the Austin, TX office.
How long has David been a financial advisor?
David has been in the industry since 2020, about 6 years. 6 years in the industry.
What licenses does David hold?
Series 65. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Eagan Ventures reports being paid by flat or fixed fees. Ask David 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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