Francis
Franco
Eagle Strategies LLC
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About this Advisor
Francis Franco is a financial advisor operating in Bellevue, Washington who has 3 years of relevant experience. Franco is on the advisory team at Eagle Strategies LLC. Throughout their career, Franco has worked at Thompson Seattle Hotel, Tao Las Vegas, Motif Seattle Hotel, Space Needle, New York Life Insurance Company, Nylife Securities LLC, Franco Financial Strategies and Eagle Strategies LLC. Franco has Series 63 and Series 66 licenses, qualifying them as a securities agent, and is registered to serve investors in Washington. Eagle Strategies LLC is a business headquartered in New York, NY. The company has offices in 828 locations and a total of 2,392 financial advisors. It manages $17 billion in assets under management among its 87,580 client accounts, placing it among the largest firms in the United States by assets under management. The firm advises 175 charitable organizations. Of its 87,580 accounts, 17% are associated with high-net-worth clients who have at least $1 million in investable assets. Eagle Strategies LLC 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 advisory fee schedules usually depend on which services are provided. Fees charged by Eagle Strategies LLC may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Eagle Strategies LLC Brokerage Details
$16,667,263,900
2,392
87,580
$190,309
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
Francis Franco Work History
Francis has been registered as a financial advisor for 3 years.*
Franco Financial Strategies
Eagle Strategies LLC
Nylife Securities LLC
New York Life Insurance Company
Thompson Seattle Hotel
Tao Las Vegas
Motif Seattle Hotel
Space Needle
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Francis Franco 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
San Mateo, CA
Buffalo, NY
Chicago, IL
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Thousand Oaks, CA
Roseville, CA
Matthews, NC
San Jose, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
