Eagle Strategies LLC
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About this Advisor
Bradley Johnson is a certified financial planner based in Santa Maria, California with a total of 17 years of industry experience. Johnson is an advisor for Eagle Strategies LLC. Throughout their career, they have worked at New York Life Ins, Nylife Securities Inc and Central Coast Visionary Insurance & Financial Services LLC. Johnson maintains a Series 63 license, certifying them as a securities broker, and can work in California and Texas. Eagle Strategies LLC is an advisory business that has its headquarters in New York, NY. The investment advisory business has offices in 828 locations and a total of 2,392 people on staff. It handles $17 billion in assets under management across its 87,580 client accounts, making it one of the biggest firms in the country by assets under management. The firm advises 175 charitable organizations. Of its 87,580 customer accounts, 17% are held by high-net-worth clients who have more than $1 million in assets. Eagle Strategies LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial advice largely are based on which services are offered. However, fees charged by Eagle Strategies LLC can consist of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
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Eagle Strategies LLC Brokerage Details
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Bradley Johnson Work History
Bradley has been registered as a financial advisor for 17 years.*
Central Coast Visionary Insurance & Financial Services LLC
New York Life Ins
Nylife Securities Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Please visit the SEC profile of Bradley Johnson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Eagle Strategies LLC
Thousand Oaks, CA
San Jose, CA
San Mateo, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact email@example.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.