Rajendra Prashad

Employer firm

Eagle Tax Planning & Advisory Group.lLc CRD 124875

$6.98M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars
• TAX PLANNING & TAX PREPARATION

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2022 → Present
  Origin Financial
  San Francisco, CA
• 02/2000 → Present
  Eagle Tax Planning And Advisory Group
  Jamaica, NY

Previous Registrations

• 2022-01-04 → 2023-03-10
  Origin Investment Advisory Llc
  Baldwin, NY
  Sarasota, FL

Other Businesses

EAGLE TAX PLANNING & ADVISORY GROUP.LLC / INVESTMENT RELATED / JAMAICA, NY / TAX PREPARATION AND FINANCIAL ADVICE / OWNER / FEB 2000 / 150 HOURS PER MONTH / 100% DURING TRADING HOURS.

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-11-16

Designations

• Certified Financial Planner
• Chartered Financial Consultant