Cindy
Verduzco

Eagle Strategies LLC

CRD#6658471
Investment Advisor
in Pasadena, CA

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About this Advisor

Cindy Verduzco is a financial advisor based in Pasadena, California, working with Eagle Strategies LLC. Cindy has previously held positions at Foresters Financial Services, State Farm, Rubios Restaurant, East West Medical Group, New York Life Insurance Co, Nylife Securities LLC, Monarch Grove Wealth Strategies & Insurance Solutions, and Eagle Strategies LLC. Cindy has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California. Currently, Cindy is part of Eagle Strategies LLC, which operates out of Pasadena, 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 66

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

55 South Lake Avenue Suite 200
Pasadena, CA 91101

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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

Cindy Verduzco Work History

2023 - Present (1 year)

Monarch Grove Wealth Strategies & Insurance Solutions

2019 - Present (5 years)

Eagle Strategies LLC

2018 - Present (6 years)

New York Life Insurance Co

2018 - Present (6 years)

Nylife Securities LLC

2017 - 2018 (1 year)

Foresters Financial Services

2016 - 2017 (1 year)

Foresters Financial Services

2015 - 2016 (1 year)

State Farm

2014 - 2015 (1 year)

Rubios Restaurant

2013 - 2014 (1 year)

East West Medical Group

Disclosures

Please visit the SEC profile of Cindy Verduzco 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

Arjun Srivastava
Scottsdale, AZ
Raymond Stellhorn-Tavera
Newport Beach, CA
Meaghan Ives
Pensacola, FL
Madison Robidart
Gillette, WY
David Anderson
Frisco, TX
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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