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Eagle Strategies LLC CRD 110826
$32.0B regulatory AUM 6,662 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2013-06-07 |
Branch Locations
205 E. River Park Circle Suite 250, Fresno, CA 93720 • United States
229 N. Douty St., Hanford, CA 93230 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance | Fresno | CA | 06/2003 | Present |
| Nylife Securities Inc. | Fresno | CA | 11/2004 | Present |
| Antonsen Financial & Insurance Services | Fresno | CA | 03/2013 | Present |
| Eagle Strategies Llc | Fresno | CA | 06/2013 | Present |
| Hmong Life Insurance Services | Fresno | CA | 10/2014 | Present |
[OPERATING UNDER THE DBA NAME OF ANTONSEN FINANCIAL AND INSURANCE SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; ADDRESS: 7112 N. FRESNO ST. #300 FRESNO, CA 93720; START DATE: 3/19/2013] [OPERATING UNDER THE DBA NAME OF HMONG LIFE INSURANCE SERVICES FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; ADDRESS: FRESNO, CA; START DATE: 10/2014]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 2005-01-24 |
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