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Don Nguyen

Advisor at Eagle Strategies (NY Life) — Arlington, TX Highlander Blvd

Updated today

Credentials

Series 63, Series 65

Experience

1 year

Location

Arlington, TX 76015

Eagle Strategies (NY Life) logo

Eagle Strategies (NY Life)

Enterprise

Total advisors

2,524

Across 962 offices

Clients per advisor

53 Typical

Avg AUM per client

$235,446 Low

HNW client ratio

20% Typical

About

Don Nguyen is a financial advisor with Eagle Strategies (NY Life) in Arlington, TX, holding Series 63 and Series 65 designations and one year of industry experience. His prior roles include positions at NYLIFE Securities LLC, New York Life Insurance Company, and Globe Life, among others. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through various program types and primarily manages assets on a non-discretionary basis.

Client services

Based on Eagle Strategies (NY Life)

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Eagle Strategies (NY Life)

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy

Occupation focus

Based on Eagle Strategies (NY Life)

Founder/Business Owner Executive

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Fee options

Fixed

One-time seminar fees generally range from $35 to $200 per attendee

Percentage

$0+: 0% to 1.25% (for Co-Advisory Program, fees to Eagle are negotiable and range from 0% to 1.25%) 0+: Up to 0.80% of plan assets or up to $100,000 flat amount (for Eagle Retirement Plan Consulting Program; fees are negotiable and may be tiered) 0+: 0.05% to 0.80% of plan assets or up to $100,000 flat amount (for ERISA Investment Manager Program; fees are negotiable and may be tiered) $0+: 0% to 1% of Accumulation Value (for New York Life Premier Advisory Variable Annuity; advisory fee payable to Eagle)

Project-based

Fee-based hourly advice ranges from $100 to $400 per hour

Subscriptions

Ongoing Subscription Agreement for financial plans with fees agreed for five years, payable annually, monthly or quarterly

Other

Account minimum: $25,000 (for New York Life Premier Advisory Variable Annuity) with no minimums clearly stated for other programs; some third-party managers and co-advisers may have minimums, which can be waived or charged additional fees if below minimums Minimum fee: Financial planning fees generally range from $500 to $45,000 per plan Fee-only: Financial planning fees ranging from $500 to $45,000 and fee-based hourly advice generally $100 to $400 per hour

Location

See office

Arlington, TX Highlander Blvd

700 Highlander Blvd, Suite 120

Arlington TX 76015

Advisors at this office

2

Most active in

Texas

Work history

1 year of industry experience

Eagle Strategies (NY Life)

2026 - Present • 1 year

Arlington, TX

NYLIFE Securities LLC

2025 - Present • 1 year

Dallas, TX

New York Life Insurance Company

2025 - Present • 1 year

Dallas, TX

Globe Life

2025 - 2025 • 1 year

Dallas, TX

Smart Trading Blueprint

2024 - 2025 • 1 year

Charleston, SC

TraderFlow

2023 - 2024 • 1 year

London

Methodist Charleston

2023 - 2023 • 1 year

De Soto, TX

TraderDon

2021 - 2023 • 2 years

Lawrence, KS

Aureus Medical

2021 - 2021 • 1 year

Omaha, NE

Ochsner Medical Westbank

2020 - 2021 • 1 year

Marrero, LA

New School of Nursing

2016 - 2020 • 4 years

New Orleans, LA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Frederick T

Series 65

Dallas, TX

Artham Advisors

Frederick Talbot is a financial advisor at Artham Advisors in Dallas, TX, holding a Series 65 designation. He has one year of industry experience and previously worked at firms including Deloitte Consulting and Keurig Dr Pepper Inc. Outside of advisory work, he is involved in separate real estate and wellness businesses. Artham Advisors provides investment management and financial planning services to individuals, retirement plans, charitable organizations, and businesses. The firm employs a strategic asset allocation framework incorporating both passive and active investment approaches and offers discretionary and non-discretionary account management with regular client reporting.

Business sale tax planning Retirement income strategy Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner
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Evan M

Series 66, Series 7

Arlington, TX

Stirlingshire Investments

Evan Mitchell is a financial advisor with Bankers Life Advisory Services, Inc. in Grand Prairie, TX. He holds a Series 66 designation and has over a decade of experience, including ten years managing Mitchell's Furniture and Mattress City before joining Bankers Life and its affiliates in 2024. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis in its investment approach.

Options & derivatives strategies Active portfolio management Private / alternative investments Annuities Gen Z (Born 1996-2010) Gen Y/Millennials (Born 1980-1995)

Carman K

Series 66, CFP®, ChFC®, Series 7

Fort Worth, TX

Innovative Wealth Building LLC

Carman Kubanda is a financial advisor with Innovative Wealth Building LLC in Fort Worth, TX, holding a Series 66 license and six years of industry experience. Prior to joining Innovative Wealth Building in 2023, he worked at First Command Financial Planning, Inc. and several other firms. Kubanda is also the owner of Wellbeing Financial, LLC, which provides insurance services and lead generation. Innovative Wealth Building LLC offers portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs long-term trading strategies guided by fundamental analysis and modern portfolio theory, managing accounts on both discretionary and non-discretionary bases.

General tax planning Roth conversion strategy Retirement income strategy Retired Entertainment Industry Self-Employed Approaching retirement Retired Gen Y/Millennials (Born 1980-1995)

Michelle V

CFP®

Fort Worth, TX

Waymaker Financial Planning

Michelle Vargas, Certified Financial Planner™ is the President of Waymaker Financial Planning, a Fee-Only firm that provides transparent and accessible financial guidance. She enjoys helping clients navigate and plan all aspects of their financial life so that they will worry less about their future and free up more time to spend doing what they love. After earning a degree in Finance from the University of Southwestern Louisiana in 1990, she moved to Florida and started her career with Harcourt Brace Publishing. Her journey into personal finance began when she signed up for her 401K and wanted to learn about additional options to plan for retirement. This eventually led to working as a financial advisor and completing the extensive education requirements for becoming a CFP® in 1998. She believes her experience as a young professional searching for unbiased advice enables her to better serve Gen XY professionals because she remembers what it was like being in their shoes. As a former homeschool parent and the wife of a federal employee, she is passionate about helping women, homeschool families, and federal workers plan wisely for a comfortable financial future. In her spare time, she enjoys hiking in Colorado, barbecuing with family, and working in her garden.

General retirement planning Tax strategies for small businesses Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Government Employee Christian Faith Based Gen X (Born 1965-1980) Women Professionals
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Michael M

CFP®, Series 63, Series 65

Mansfield, TX

Miller Premier Investment Planning LLC

Michael Miller is a Certified Financial Planner® with 20 years of industry experience. He has been the principal advisor at Miller Premier Investment Planning LLC since 2007. His background includes military service, and he is involved in community activities such as pro bono debt counseling, financial literacy instruction, and volunteering with homeless ministries. Miller Premier Investment Planning LLC is an independent, fee-only firm serving individuals and families, primarily focusing on retirement planning and wealth management. The firm emphasizes asset allocation and fundamental analysis, providing personalized financial planning and investment management with a hands-on approach.

General retirement planning Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General estate planning guidance
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Michael B

CFP®, Series 66

Burleson, TX

Azure Sky Financial Life Planning, LLC

Michael Babcock is a CFP® with 11 years of industry experience currently serving as CEO and Financial Life Planner at Azure Sky Financial Life Planning, LLC. He has previously worked with Perryman Securities, Inc. and Legacy Consulting Group, and also holds a Series 66 designation. In addition to his role at Azure Sky, he provides financial planning services under an independent contractor relationship with Origin Financial. Azure Sky Financial Life Planning, LLC offers values-based Financial Life Planning to individuals, couples, families, and charitable organizations, integrating life planning, financial planning, tax planning, and investment management. The firm emphasizes aligning clients’ personal values with their investments, providing options including socially conscious and Biblically Responsible Investing alongside a mix of passive and active strategies.

ESG / Sustainable investing Founder/Business Owner Religious/faith focused
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