Eagle Strategies LLC
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About this Advisor
Roland Ghazal is a chartered financial consultant who works out of Portland, Oregon, with a total of 22 years in the industry. Ghazal is on the advisory team at Eagle Strategies LLC. Their career trajectory has included roles at Nylife Securities Inc, New York Life Insurance Company and Eagle Strategies LLC. Ghazal has a Series 63 license, qualifying them as a securities representative, and can advise clients in California. Eagle Strategies LLC is a company headquartered in Portland, Oregon. The firm has offices in 791 locations and a total of 1,913 financial advisors. It oversees $8 billion in assets between its 41,236 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to 41 charitable organizations. Of its 41,236 client accounts, 22% are held by high-net-worth investors who have greater than $1 million in investable assets. The company offers 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. Financial management fees are based on which services are provided. Fee types billed by Eagle Strategies LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Eagle Strategies LLC Brokerage Details
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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
Roland Ghazal Work History
Roland has 22 years of experience.
Eagle Strategies LLC
Nylife Securities Inc
New York Life Insurance Company
Roland Ghazal has disclosures.
Please visit their SEC profile for more details.