Douglas
Eagle
Eagle Wealth Management Group Inc
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About this Advisor
Douglas Eagle is a financial advisor based in Valencia, California, working with Eagle Wealth Management Group Inc. Douglas has previously held positions at Concorde Investment Services, Eagle Wealth Management Group Inc, and Crown Capital Securities, Lp. Douglas has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Douglas is part of Eagle Wealth Management Group Inc, which operates out of Valencia, California. The firm has 3 offices and 12 employees. The firm manages assets totaling $310.7 million 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, portfolio management for institutional clients, and educational seminars. The fee structure at Eagle Wealth Management Group Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Eagle Wealth Management Group Inc Brokerage Details
$310,676,152
12
432
$719,158
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
Douglas Eagle Work History
Concorde Investment Services
Eagle Wealth Management Group Inc
Crown Capital Securities, Lp
Disclosures
Please visit the SEC profile of Douglas Eagle 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 Wealth Management Group Inc
Valencia, CA
Valencia, CA
Valencia, CA
Valencia, CA
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