John
Farnum
Eagle Strategies LLC
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About this Advisor
John Farnum is a financial advisor based in San Diego, California, working with Eagle Strategies LLC. John has previously held positions at Nylife Securities LLC, New York Life Insurance Company, Promosome LLC, The Scripps Research Institute, and Eagle Strategies LLC. John has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, John is part of Eagle Strategies LLC, which operates out of San Diego, 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
Services Offered
Fee Structure
Office Location
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Eagle Strategies LLC Brokerage Details
$20,357,746,578
2,567
95,287
$213,647
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
John Farnum Work History
Eagle Strategies LLC
Nylife Securities LLC
New York Life Insurance Company
Promosome LLC
The Scripps Research Institute
Disclosures
Please visit the SEC profile of John Farnum 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
Scottsdale, AZ
Pittsburgh, PA
Pensacola, FL
Gillette, WY
Newport Beach, CA
Renton, WA
Oklahoma City, OK
Glendale, CA
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