Eagle Strategies LLC
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About this Advisor
Christopher Gilbertson is an advisor whose office is in Los Angeles, California. Currently an investment advisor with Eagle Strategies LLC, they have gathered 12 years of professional experience in the financial advisory industry. Gilbertson has Series 63 and Series 66 licenses, certifying the advisor as a securities agent. Gilbertson is registered to work with clients based out of California. During their career, the advisor has held roles at Addaddy LLC, Nylife Securities LLC, New York Life Insurance Co, Starbucks, United Parcel Service and Eagle Strategies LLC. Eagle Strategies LLC is headquartered in Los Angeles, California, and operates out of 791 other brick-and-mortar locations throughout the country. As a company, Eagle Strategies LLC manages $8 billion in assets throughout 41,236 accounts and employs more than 1,913 people. The level of assets currently under the firm's management makes it one of the biggest financial advisory firms in the nation. Currently 22% of the advisor firm's customers are high-net-worth individuals, meaning they have over $1 million in investable assets. Eagle Strategies LLC offers financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. The firm's fees may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Eagle Strategies LLC Brokerage Details
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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
Christopher Gilbertson Work History
Christopher has 12 years of experience.
Eagle Strategies LLC
Nylife Securities LLC
New York Life Insurance Co
United Parcel Service
Christopher Gilbertson has no disclosures.
Please visit their SEC profile for more details.