Randall Joseph Giorgi

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

• 10/1984 → Present
  New York Life
  Santa Maria, CA
• 09/1985 → Present
  Nylife Securities Inc.
  Oxnard, CA
• 06/2006 → Present
  Central Coast Visionary Insurance & Financial Services Llc.
  Santa Maria, CA
• 04/2018 → 10/2024
  Your Legacy Insurance & Financial Services, Llc
  Santa Maria, CA
• 01/2013 → Present
  Eagle Strategies, Llc
  Westlake Village, CA

Other Businesses

APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED PRODUCTS, FOR EXAMPLE, BLUE CROSS OF CALIFORNIA. DBA CENTRAL COAST VISIONARY INSURANCE & FINANCIAL SERVICES LLC. -ENGAGE IN BROKERING INVESTMENT ADVISOR AFFILIATED WITH EAGLE STRATEGIES LLC [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products.; 2650 Industrial Parkway, Suite 200, Santa Maria, CA 93455; Start Date 07/2018; Role/Title: Owner; Investment Related; 5 hours per month; 5 hours per month during securities trading hours]

Exams

• S63 Uniform Securities Agent State Law Examination
  2011-09-23

Designations

• Certified Financial Planner

Other Names

• Randy Giorgi