Cameron
Lagala

Eagle Strategies LLC

CRD#6215994
Investment Advisor
in Roseville, CA

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About this Advisor

Cameron Lagala is a financial advisor operating out of Roseville, California, with 6 years of industry experience. Lagala is an employee of Eagle Strategies LLC. Their career trajectory has included roles at Wells Fargo Bank, Wells Fargo Advisors LLC, Edward Jones Investment, Bancwest Investment Services, Inc, Bank Of The West, New York Life Insurance Company, Nylife Securities, LLC, Newport Group, California State University Sacramento, Eagle Strategies LLC, J. Lens Financial & Insurance Services and Caduceus Financial& Insurance Services. Lagala has Series 63 and Series 66 licenses, designating them as a securities representative, and is approved to serve investors in California and Texas. Eagle Strategies LLC is a registered investment company based out of New York, NY. The company has offices in 828 locations and a total of 2,392 financial advisors. It has $17 billion in assets between its 87,580 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises 175 charities and foundations. Of its 87,580 client accounts, 17% are held by high-net-worth clients who have more than $1 million in investable assets. The firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial advisory fee schedules largely are based on the type of services provided. Fees charged by Eagle Strategies LLC likely include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

6 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2999 Douglas Blvd Ste. 350
Roseville, CA 95661

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$16,667,263,900

CA Average: $7,464,549,021
Total Number of Employees

2,392

CA Average: 88
Total Number of Accounts

87,580

CA Average: 3,892
Average Account Size

$190,309

CA Average: $1,917,921

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

Cameron Lagala Work History

Cameron has been registered as a financial advisor for 6 years.*

2020 - Present (4 years)

Caduceus Financial& Insurance Services

2017 - Present (7 years)

Eagle Strategies LLC

2016 - Present (8 years)

New York Life Insurance Company

2016 - Present (8 years)

Nylife Securities, LLC

2018 - 2020 (2 years)

J. Lens Financial & Insurance Services

2016 - 2016 (< 1 year)

Bancwest Investment Services, Inc

2016 - 2016 (< 1 year)

Bank Of The West

2016 - 2016 (< 1 year)

Newport Group

2014 - 2014 (< 1 year)

Wells Fargo Advisors LLC

2014 - 2016 (2 years)

Edward Jones Investment

2011 - 2014 (3 years)

California State University Sacramento

2009 - 2014 (5 years)

Wells Fargo Bank

*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.

Disclosures

Please visit the SEC profile of Cameron Lagala 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

Joshua Mccarthy
Buffalo, NY
Barrett Ethington
South Jordan, UT
Walter Lawrence
Monroe, LA
Zuzana Ambrova
Matthews, NC
John Schweitzer
Overland Park, KS
Jaclyn Magbitang
San Mateo, CA
Thuan Pham
San Jose, 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 profile-compliance@smartasset.com.

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