Daniel
Lopez

Eagle Strategies LLC

CRD#6225446
Investment Advisor
in Thousand Oaks, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Daniel Lopez is a financial advisor working in Thousand Oaks, California, who has 1 year of industry experience. Lopez is an advisor for Eagle Strategies LLC. The advisor has gained experience at Tax Group Center, Financial Pointe/Sagepoint Financial, Inc, Sagepoint Financial Inc, Nylife Securities LLC, Mdr Insurance & Financial Services, Ameriprise Financial Services, Inc, Jp Tech Insurance Services, Inc, New York Life Insurance and Eagle Strategies LLC. Lopez maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in California. Eagle Strategies LLC is an advisory company that has its headquarters in New York, NY. The company has offices in 828 locations and a total of 2,392 advisors. It oversees $17 billion in assets between its 87,580 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm serves 175 charities and foundations. Of its 87,580 customer accounts, 17% belong to high-net-worth clients who have at least $1 million in assets. The business has 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. Fees charged by financial advisors typically vary depending on the type of services. Fees billed by Eagle Strategies LLC can consist of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

889 Pierce Court Suite 102
Thousand Oaks, CA 91360

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Daniel Lopez Work History

Daniel has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Nylife Securities LLC

2022 - Present (2 years)

New York Life Insurance

2022 - Present (2 years)

Eagle Strategies LLC

2021 - Present (3 years)

Mdr Insurance & Financial Services

2020 - 2021 (1 year)

Ameriprise Financial Services, Inc

2018 - 2020 (2 years)

Nylife Securities LLC

2017 - 2020 (3 years)

Mdr Insurance & Financial Services

2015 - 2017 (2 years)

Ameriprise Financial Services, Inc

2014 - 2014 (< 1 year)

Sagepoint Financial Inc

2014 - 2015 (1 year)

Jp Tech Insurance Services, Inc

2013 - 2013 (< 1 year)

Tax Group Center

2013 - 2014 (1 year)

Financial Pointe/Sagepoint Financial, 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.

Disclosures

Please visit the SEC profile of Daniel Lopez 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

Dingzhi Chen
Arcadia, CA
Frederick Nyberg
Yakima, WA
Daniel Lopez
Thousand Oaks, CA
Vanessa Bucklin
Conrad, MT
Joseph Portello
New York, NY
Darren Washington
Saint Louis, MO
Christopher Mcdonald
Chicago, IL
Kyoung Lee
Fairfax, VA

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started