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Financial ADVSR advisor directory · SEC adviser records

Eagle Strategies LLC financial advisors in Lake Forest, CA

Every SEC-registered investment adviser representative at a Eagle Strategies LLC office in Lake Forest, A to Z.

The short answer

5 registered advisors work at Eagle Strategies LLC in Lake Forest, out of 2,273 at the firm nationwide; it ranks number 2 in the city by advisors. 2 list the CFP designation and 5 are also registered broker representatives.

Eagle Strategies LLC advisors in Lake Forest, A to Z

Every Eagle Strategies LLC advisor →

Eagle Strategies LLC advisors in every city and state →Eagle Strategies LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Eagle Strategies LLC advisors in other cities

New York, NY 121Waltham, MA 65Dallas, TX 32Melville, NY 29White Plains, NY 27Frisco, TX 26Houston, TX 25Austin, TX 24Glendale, CA 22Vienna, VA 22Charlotte, NC 21Denver, CO 21San Antonio, TX 19Edison, NJ 18Saddle Brook, NJ 18

Other firms in Lake Forest

All Lake Forest advisors →

Osaic Wealth, Inc. 6LPL Financial LLC 5G.W. Sherwold Associates, Inc. 4J. W. Cole Advisors, Inc. 3Merrill Lynch, Pierce, Fenner & Smith Incorporated 3Raymond James Financial Services Advisors, Inc. 3

Questions

How many financial advisors does Eagle Strategies LLC have in Lake Forest?

5 investment adviser representatives are registered at Eagle Strategies LLC offices in Lake Forest, California, according to the SEC's Investment Adviser Public Disclosure records, out of 2,273 nationwide. 2 list the CFP designation and 5 are also registered as broker representatives.

Is Eagle Strategies LLC one of the largest advisor employers in Lake Forest?

Eagle Strategies LLC ranks number 2 in Lake Forest by registered advisors; Osaic Wealth, Inc. has the most, with 6.

How do I check a Eagle Strategies LLC advisor in Lake Forest?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Eagle Strategies LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.