Douglas Ray Eagle

Current Employers

Employment History

• 05/2004 → 10/2023
  Crown Capital Securities, Lp
  Orange, CA
• 07/2023 → Present
  Eagle Wealth Management Group Inc.
  Valencia, CA
• 10/2023 → Present
  Concorde Investment Services
  Ann Arbor, MI

Previous Registrations

• 2006-04-28 → 2023-10-12
  Crown Capital Securities, L.P.
  Valencia, CA
  Los Angeles, CA

Other Businesses

1) Eagle Wealth Insurance Agency, Non Investment related, 28212 Kelly Johnson Parkway Suite 175, Valencia CA, CEO/President, providing fixed annuity, SPIA annuity, life, disability, and longterm care insurance products for clients of EWMG and ERP as needed. Start Date 11/03/2023, 6-10 hrs/month during non trading hours, 6-10 hours/month during trading hours. 2) Eagle Retirement Plans INC, Investment related, Valencia CA, Financial Planning and Investment Advisory Business, providing investment and financial planning services to clients, Owner/President, Start date 04/03/2000, full time during non trading hours and full time trading hours. 3) Hasley Estates HOA Board, Non Investment related, Valencia CA, home owners association, Board Treasurer, financial overseer of the board, reviewing monthly and annual budget. Start date 11/01/2020, 1-5 hrs/month during non trading hours, 1-5 hours/month during trading hours. 4) ERP Valencia, Non Investment related, Valencia CA, real estate investment holding company for office condo, Owner, Start Date 02/2022, 1-5 hours/month during non trading hours. 5) EagleWealth Management Group Inc, Investment related, DBA for Investment Advisory Business, Valencia CA, Financial Planning and Investment Advisory Business, CEO, financial planning and investment services. Start date 07/14/2023, 21-40 hours/month during non trading hours, 21-40 hours/month during trading hours. 6) Concorde Insurance Agency, Investment Related, Valencia CA, Variable insurance products, Broker, selling of variable annuity products. Start date 10/01/2023, 1-5 hours/month during non trading hours, 1-5 hours month during trading hours. 7) Adult Financial Education Services. Non-investment related. Start date: April 10, 2025. 28212 Kelly Johnson Parkway Suite 175. Instructor. Provide education classes on the topics referenced, Social Security Benefits and Living Trusts. 1-5 hours during non-trading hours. 1-5 hours during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-03-23
• S63 Uniform Securities Agent State Law Examination
  2000-04-13

Other Names

• Douglas Ray Eagle