Financial ADVSR advisor directory · SEC adviser records
Eagle Strategies LLC financial advisors in San Diego, CA
Every SEC-registered investment adviser representative at a Eagle Strategies LLC office in San Diego, A to Z.
The short answer
10 registered advisors work at Eagle Strategies LLC in San Diego, out of 2,273 at the firm nationwide; it ranks number 47 in the city by advisors. 3 list the CFP designation and 10 are also registered broker representatives.
Eagle Strategies LLC advisors in San Diego, A to Z
Every Eagle Strategies LLC advisor →- Siyavash AskariAlso a broker rep
- John B. FarnumAlso a broker rep
- Ronald W. FarrAlso a broker rep
- Antonio E. MontalvoAlso a broker rep
- Sean Son N. PhanAlso a broker rep
- Scott J. SchechterCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Sherry R. SenesyCertified Financial Planner · Also a broker rep
- Douglas L. ShepardAlso a broker rep
- Keith G. WillermanCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Lisa YoukAlso a broker rep
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 San Diego
All San Diego advisors →LPL Financial LLC 742Wells Fargo Clearing Services, LLC 167Morgan Stanley 150Merrill Lynch, Pierce, Fenner & Smith Incorporated 138UBS Financial Services Inc. 118Strategic Advisers LLC 112Cetera Investment Advisers LLC 104J.P. Morgan Securities LLC 104Park Avenue Securities LLC 71Independent Financial Group, LLC 66Commonwealth Financial Network 62Madison Avenue Securities, LLC 61
Questions
How many financial advisors does Eagle Strategies LLC have in San Diego?
10 investment adviser representatives are registered at Eagle Strategies LLC offices in San Diego, California, according to the SEC's Investment Adviser Public Disclosure records, out of 2,273 nationwide. 3 list the CFP designation and 10 are also registered as broker representatives.
Is Eagle Strategies LLC one of the largest advisor employers in San Diego?
Eagle Strategies LLC ranks number 47 in San Diego by registered advisors; LPL Financial LLC has the most, with 742.
How do I check a Eagle Strategies LLC advisor in San Diego?
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.