Vicente J.A. Iniguez

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

• 06/2015 → Present
  Nylife Securities Llc
  Scottsdale, AZ
• 03/2015 → Present
  New York Life Insurance Company
  Scottsdale, AZ
• 01/2001 → Present
  Pga Tour
  Phoenix, AZ
• 12/2020 → Present
  Albatross Financial Group, Llc D/B/A Albatross Financial Group
  Scottsdale, AZ
• 04/2025 → Present
  Eagle Strategies Llc
  Phoenix, AZ

Other Businesses

[PROFESSIONAL PGA MEMBER; NON INVESTMENT RELATED;PO BOX 80843, PHOENIX AZ 85060 GOLF; OWNER; 01/2001; 15 HOURS PER MONTH; I PARTICIPATE IN GOLF TOURNAMENTS, CHARITABLE EVENTS, VOLUNTEERING EVENTS AND THE LIKE AS A MEMBER OF THE PGA] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 14840 N Scottsdale Rd, Suite 400, Scottsdale, AZ 85254; Start Date 06/2018; Role/Title: Insurance Broker; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF ALBATROSS FINANCIAL GROUP, LLC D/B/A ALBATROSS FINANCIAL GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; SCOTTSDALE, AZ; START DATE: 12/2020]\ [Moreland 7818 LLC; Rental Property ; 7818 E Moreland St Scottsdale, AZ 85257; Start Date 08/2021; Role/Title: Owner; Investment Related; 1 hours per month; 0 hours per month during securities trading hours; collect rent][Amethyst 3012 LLC; This is a rental property.; 3012 W Amethyst St, Edinburg, TX 78541; Start Date 05/2026; Role/Title: Owner; Investment Related; 2. hours per month; 0. hours per month during securities trading hours; collect rent][Business Network International; I volunteer to attend one to two meetings a month of networking. I provide feedback to members on how efficiently the meeting was conducted and areas of potential improvement. I have read the FAQ.; 3430 Toringdon Way, Suite 300 Charlotte, NC 28277; Start Date 05/2026; Role/Title: Director; Not Investment Related; 3. hours per month; 2. hours per month during securities trading hours]

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-03-26
• S63 Uniform Securities Agent State Law Examination
  2017-07-03

Other Names

• Vicente J.A. Iniginez
• Vince J.A. Iniguez
• Vinnie J.A. Iniguez
• Vicente J A Iniguez
• Vicente Jose Arturo Iniguez