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Michael Bryant Mc Clinton

Advisor at Eagle Strategies (NY Life) — Addison, TX 15305 Dallas Parkway Suite 1050 LB#15

Updated today

Credentials

Series 65, Series 63

Experience

< 1 year

Location

Addison, TX 75001

Eagle Strategies (NY Life) logo

Eagle Strategies (NY Life)

Enterprise

Total advisors

2,529

Across 962 offices

Clients per advisor

52 Typical

Avg AUM per client

$235,446 Low

HNW client ratio

20% Typical

About

Michael Mc Clinton is a financial advisor with Eagle Strategies (NY Life) holding Series 65 and Series 63 licenses. He has experience with Principal Financial Group and NYLIFE Securities LLC and began his current role in 2025. Prior to entering the financial industry, he worked at Collin College and the City of Fort Worth. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a significant portion of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

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

Addison, TX 15305 Dallas Parkway Suite 1050 LB#15

15305 Dallas Parkway, Suite 1050 LB#15

Addison TX 75001

Advisors at this office

3

Most active in

Texas

Work history

< 1 year of industry experience

Eagle Strategies LLC

2026 - Present • 1 year

Addison, TX

NYLIFE Securities LLC

2025 - Present • 1 year

Addison, TX

New York Life Insurance Company

2025 - Present • 1 year

Addison, TX

Unemployed

2025 - 2025 • 1 year

McKinney, TX

Principal Financial Group

2023 - 2025 • 2 years

Des Moines, IA

Collin College

2019 - 2023 • 4 years

Plano, TX

City of Fort Worth

2016 - 2019 • 3 years

Fort Worth, TX

Disclosures

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

Business activities & affiliations

Devin T

Series 65

Dallas, TX

Artham Advisors

Devin 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.) Doctor or Medical Professional Executive Founder/Business Owner Established Professionals Mid-Career Professionals Gen Y/Millennials (Born 1980-1995)
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Bryan L

CFP®

Plano, TX

Strategic Financial Planning, Inc.

Bryan Lee is a CFP® with 23 years of industry experience, serving as an advisor at Strategic Financial Planning, Inc. since 1999. Strategic Financial Planning, Inc. provides discretionary wealth management and financial planning to individuals, pension plans, charitable organizations, and businesses. The firm primarily allocates assets among the portfolio best suited for each client's particular situation.

General retirement planning Income planning Wealth management General tax planning Equity compensation tax strategy Self-Employed Doctor or Medical Professional Executive Consultant Sales Professional Established Professionals Mid-Career Professionals Approaching retirement
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John W

Series 63, Series 66, Series 65

Dallas, TX

Coppell Advisory Solutions LLC

John Wessels is a financial advisor at Coppell Advisory Solutions LLC with 17 years of industry experience. He holds Series 63, 65, and 66 credentials and has worked at firms including Fusion Capital Management, Wessels Financial Services, Merrill, Northwestern Mutual Investment Management, and Mass Mutual Investors Services. He is also engaged in insurance life and annuity sales as an agent and owner. Fusion Investment Advisors (Coppell Advisory Solutions LLC) provides discretionary portfolio management and financial planning to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm uses an open-architecture platform with a broad range of investment tools and employs both fundamental and technical analysis to implement tailored, actively managed investment strategies.

Retirement income strategy General estate planning guidance Cash flow / budgeting Concentrated stock management Private / alternative investments Executive Founder/Business Owner
user avatar

Jordan M

Series 63, Series 65, CFP®, EA

Frisco, TX

Sagespring Wealth Partners

Jordan McFarland is a financial planner with SageSpring Wealth Partners in Frisco, TX, holding Series 63 and Series 65 licenses as well as the CFP® designation. Jordan is also an Enrolled Agent, permitted to practice before the IRS, and focuses on tax planning for business owners and founders. SageSpring Wealth Partners manages approximately $8.5 billion in discretionary assets and serves a diverse client base, including high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm offers personalized investment management, financial planning, and retirement plan consulting, utilizing a goals-based approach that incorporates asset allocation, ongoing monitoring, and both fundamental and technical analysis.

Charitable giving tax strategies RSUs / ISOs / NSOs Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Tax strategies for small businesses Founder/Business Owner

Robert H

CFP®, Series 7, Series 66, Series 24

Grapevine, TX

Raymond James Financial

Robert Hrnicek is a CFP® professional with 24 years of experience in the financial services industry. He is currently affiliated with Raymond James Financial and has previously worked at Wells Fargo Advisors, Morgan Stanley and Merrill Lynch. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, supporting clients through tailored strategies and a broad affiliate network.

General retirement planning Roth conversion strategy Early retirement planning Income planning Founder/Business Owner Executive Approaching retirement Established Professionals Retired Mid-Career Professionals
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Jian K

Series 65

Dallas, TX

Amerina International Capital Management LLC

Jian Kong is a financial advisor with Amerina International Capital Management LLC in Dallas, TX, holding a Series 65 credential and 14 years of industry experience. He previously worked at Alphabetwise Capital LLC for one year and has managed Amerina since its founding in 2012. Amerina International Capital Management LLC provides discretionary investment supervisory services to individuals, high-net-worth clients, and corporate entities. The firm employs a combination of fundamental, technical, charting, and cyclical analysis in managing portfolios primarily composed of equities, bonds, fixed income, ETFs, and REITs, with an international research focus supported by a collaboration with Fine Assets Investments Limited.

Passive / index investing Real estate investing
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