Douglas Dean Brown

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

• 06/1980 → Present
  New York Life Ins Co
  Fullerton, CA
• 12/1982 → Present
  Nylife Securities Inc.
  Fullerton, CA
• 05/2023 → Present
  Eagle Strategies Llc
  Brea, CA

Other Businesses

[RELATIONSHIP RESEARCH FOUNDATION; BOARD MEMBER; NON INVESTMENT RELATED; 1700 MIRAMAR DRIVE, FULLERTON, CA 92831; START DATE 11/2013; 2 HOURS PER MONTH; RELATIONSHIP EDUCATION SKILLS][The Third Option; The Third Option provides informational classes to improve communication/relationship skills.; 2904 N. Brea Blvd. #120, Fullerton, CA 92835; Start Date 02/2024; Role/Title: Volunteer; Not Investment Related; 20 hours per month; 5 hours per month during securities trading hours; oversee the program, manage a dozen volunteers and contract employees, teach the topics, and deposit donations which is used to pay for printing, contract individuals, and marketing services to attract new participants][Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products.; 20531 Via el Tajo, Yorba Linda, CA 92887; Start Date 12/2025; Role/Title: Insurance Broker; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours]

Designations

• Chartered Financial Consultant

Other Names

• Douglas D Brown