Daniel
Lopez
Eagle Strategies LLC
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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
Years Registered*
Services Offered
Fee Structure
Office Location
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Eagle Strategies LLC Brokerage Details
$16,667,263,900
2,392
87,580
$190,309
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.*
Nylife Securities LLC
New York Life Insurance
Eagle Strategies LLC
Mdr Insurance & Financial Services
Ameriprise Financial Services, Inc
Nylife Securities LLC
Mdr Insurance & Financial Services
Ameriprise Financial Services, Inc
Sagepoint Financial Inc
Jp Tech Insurance Services, Inc
Tax Group Center
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
Buffalo, NY
South Jordan, UT
Conrad, MT
Lincoln, NE
Nashua, NH
Overland Park, KS
San Mateo, CA
Thousand Oaks, 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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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.
