Steve
Shim
Eagle Strategies LLC
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About this Advisor
Steve Shim is a financial advisor based in Brea, California, working with Eagle Strategies LLC. Steve has previously held positions at Axa Advisors, LLC, Nylife Securities LLC, New York Life Insurance Company, Eagle Strategies LLC, and Coram Deo Insurance And Financial Services, Inc. Steve has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Steve is part of Eagle Strategies LLC, which operates out of Brea, 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
Steve Shim Work History
Coram Deo Insurance And Financial Services, Inc
Eagle Strategies LLC
Nylife Securities LLC
New York Life Insurance Company
Axa Advisors, LLC
Disclosures
Please visit the SEC profile of Steve Shim 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
Frisco, TX
Renton, WA
Oklahoma City, OK
Glendale, CA
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