Julius Elmer Mabagos Magbitang

Employer firm

Eagle Strategies LLC CRD 110826

$32.0B regulatory AUM 6,662 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

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

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

Current Employers

Employment History

• 08/2001 → Present
  New York Life Insurance Co.
  San Francisco, CA
• 02/2004 → Present
  Nylife Securities Inc
  San Francisco, CA
• 03/2007 → Present
  Magbitang Financial & Insurance Solutions
  Alamo, CA
• 03/2012 → Present
  Eagle Strategies Llc
  Danville, CA

Other Businesses

[OPERATING UNDER THE DBA NAME OF MAGBITANG FINANCIAL & INSURANCE SOLUTIONS FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; START DATE 03/2007; 3000 DANVILLE BLVD STE L ALAMO CA 94507] [NYLARC Holding Company, Inc.; Reinsuring the life insurance that I write with New York Life; 51 Madison Avenue, New York, NY 10010; Start Date 02/2014; Role/Title: Shareholder; Investment Related; 1 hours per month; 1 hours per month during securities trading hours; passive investor]

Exams

• S63 Uniform Securities Agent State Law Examination
  2005-04-25

Designations

• Certified Financial Planner

Other Names

• Julius Elmer Magbitang