Tripp Yates
Founder/Advisor at
Eaglestrong Financial
Years of Experience
17 years
Member Since
2023
Allow Me to Introduce Myself
Clientele
Services Provided
Financial Planning
Investment Management
Retirement Planning
Specialties and Expertise
Credentials and Designations
Certified Financial Planner™
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Personal Financial Specialist®
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Certified Public Accountant
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Pricing Models
Education
University of Mississippi - Oxford and University
Master of Accountancy
Obtained in 2004
University of Mississippi - Oxford and University
Bachelor of Accountancy
Obtained in 2003
Disclosures and Proof of License
Advisor Disclosure
Eaglestrong Financial, LLC is an Investment Advisor registered with the states of TN and MS and other jurisdictions where exempted. Our annual advisor disclosures (ADV) can be found here: https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=818269
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