David Eger
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Edward Jones
Location
Trafalgar, IN 46181-9703
Credentials
Series 66
Industry experience
7 years
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Retirement income strategy
General retirement planning
Business ownership considerations
Retirement plans for business owners (SEP, solo 401k)
Occupation focus
Founder/Business Owner
Work history
Edward Jones
2018 - Present (8 years)
Cellular Sales
2016 - 2018 (2 years)
Gospel Grove Church
2016 - 2016 (1 year)
WT Boone
2016 - 2018 (2 years)
Word of Life Fellowship
1989 - 2016 (27 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Seth S
CFP®
Franklin, IN
Pillar Wealth LLC
Pillar Wealth serves as Personal CFO for high-performing business owners. Unlike the traditional solo advisor model, we take a team approach to managing your financial life. We optimize everything from: tax strategy, traditional investment management, real estate investing, business investing, business strategy, estate planning, insurance planning, charitable giving, and future planning. We're your ongoing thought partner, not someone you meet with once a year, so that we can keep everything working at the highest level.
Amy B
CFP®, Series 66
Martinsville, IN
Edward Jones
Bryan D
Series 63, Series 66
Greenwood, IN
Edward Jones
Blake B
Series 66
Franklin, IN
Edward Jones
Shane M
Series 63, Series 66
Greenwood, IN
Edward Jones
Kara B
Series 66
Columbus, IN
Edward Jones
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