Christine
Cabras

Eagle Strategies LLC

CRD#7083104
Investment Advisor
in Berkeley, CA

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About this Advisor

Christine Cabras is a financial advisor based in Berkeley, California, working with Eagle Strategies LLC. Christine has previously held positions at Farmers Insurance - Michael Miller Ins, West Coast Pathology Laboratories, Farmers Insurance - Jessie Bamuelos Ins, New York Life Insurance Co, Nylife Securities LLC, In House Support Services, and Eagle Strategies LLC. Christine has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Christine is part of Eagle Strategies LLC, which operates out of Berkeley, California. The firm has 849 offices and 2,567 employees. The firm manages assets totaling $20.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Eagle Strategies LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

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

821 Delaware Street
Berkeley, CA 94710

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$20,357,746,578

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

2,567

CA Average: 88
Total Number of Accounts

95,287

CA Average: 3,892
Average Account Size

$213,647

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

Christine Cabras Work History

2024 - Present (0 year)

Eagle Strategies LLC

2022 - Present (2 years)

In House Support Services

2019 - Present (5 years)

New York Life Insruance Co

2019 - Present (5 years)

Nylife Securities LLC

2017 - 2019 (2 years)

Farmers Insurance - Jessie Bamuelos Ins

2015 - 2017 (2 years)

Farmers Insurance - Michael Miller Ins

2012 - 2015 (3 years)

West Coast Pathology Laboratories

Disclosures

Please visit the SEC profile of Christine Cabras 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

David Anderson
Frisco, TX
Craig Peterson
Pittsburgh, PA
Meaghan Ives
Pensacola, FL
Madison Robidart
Gillette, WY
Raymond Stellhorn-Tavera
Newport Beach, CA
Kylie Nesbitt
Renton, WA
Tobin Thomas
Oklahoma City, OK
Ricardo Ramirez
Glendale, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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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.

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