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Financial ADVSR advisor directory · SEC adviser records

Eagle Strategies LLC financial advisors in California

Every SEC-registered investment adviser representative at a Eagle Strategies LLC office in California, by city and A to Z.

The short answer

263 registered advisors work at Eagle Strategies LLC in California, out of 2,272 nationwide; it's the firm's number 2 state by advisors, and the most are in Glendale (22). 22 list the CFP designation and 263 are also registered broker representatives.

Eagle Strategies LLC advisors by city in California

Every firm in California →

Glendale 22Irvine 17San Francisco 17Anaheim 15Roseville 15Los Angeles 11Fresno 10San Diego 10Santa Rosa 9Pasadena 8San Jose 8San Mateo 8San Ramon 8Newport Beach 7Riverside 6Lake Forest 5Santa Maria 5Cupertino 4Sacramento 4Fremont 3Placentia 3Redlands 3Yorba Linda 3Auburn 2Berkeley 2Capitola 2Corona 2Davis 2Elk Grove 2Orange 2San Dimas 2Santa Clarita 2Thousand Oaks 2Tustin 2Upland 2Westlake Village 2Alamo 1Arcadia 1Brea 1Brentwood 1Calabasas 1Carlsbad 1Chico 1Concord 1Corte Madera 1Daly Center 1Dublin 1Escondido 1Garden Grove 1Granada Hills 1Grass Valley 1Ladera Ranch 1Lodi 1Los Gatos 1Modesto 1Oakland 1Oceanside 1Palm Desert 1Pico Rivera 1Pollock Pines 1Rancho Santa Fe 1Rohnert Park 1Rosemead 1Rowland Height 1San Bernardino 1Santa Monica 1South Lake Tahoe 1Stockton 1West Covina 1Yuba City 1

Eagle Strategies LLC advisors in California, A to Z

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Eagle Strategies LLC in other states

New York 295Texas 200Massachusetts 171Florida 123New Jersey 89Virginia 80Ohio 77Washington 69Louisiana 62Colorado 59Pennsylvania 58North Carolina 52Illinois 44Maryland 41Arizona 32Oregon 29Michigan 27South Dakota 27Tennessee 27Georgia 26South Carolina 25Alabama 24Missouri 24Oklahoma 24Wisconsin 24Kansas 23Iowa 21Nebraska 21Nevada 21Alaska 19Connecticut 19Utah 18Minnesota 17Kentucky 15Arkansas 13Hawaii 13Mississippi 13Montana 13North Dakota 12New Hampshire 12Indiana 11New Mexico 11Rhode Island 11Wyoming 7Idaho 5Vermont 5

Questions

How many Eagle Strategies LLC financial advisors are in California?

263 investment adviser representatives are registered at Eagle Strategies LLC offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 2,272 at the firm nationwide. 22 list the CFP designation and 263 are also registered as broker representatives.

Where in California does Eagle Strategies LLC have the most advisors?

Glendale, with 22, then Irvine (17). Eagle Strategies LLC has advisors in 70 cities in California.

How do I check a Eagle Strategies LLC advisor in California?

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.