Roland
Ghazal

Eagle Strategies LLC

CRD#1379786
Investment Advisor
in Portland, OR
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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

Series 63, Chartered Financial Consultant

Years of Experience

22 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

10260 Sw Greenburg Rd Suite 650
Portland, OR 97223

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$8,546,118,534

OR Average: $7,464,549,021
Total Number of Employees

1,965

OR Average: 88
Total Number of Accounts

50,776

OR Average: 3,892
Average Account Size

$168,310

OR Average: $1,917,921

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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.

2011 - Present (8 years)

Eagle Strategies LLC

1996 - Present (23 years)

Nylife Securities Inc

1996 - Present (23 years)

New York Life Insurance Company

Disclosures

Roland Ghazal has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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