Unclaimed
Cameron Lagala is an investment advisor representative with Eagle Strategies LLC, located in ROSEVILLE, CA. Cameron is registered with the state of California and Texas, and has been in the industry since November 16, 2013. Cameron has a strong track record of success in providing financial planning, portfolio management, and other investment advisory services to individuals, high-net-worth individuals, and businesses. Cameron's prior experience includes roles at Edward Jones, BANCWEST INVESTMENT SERVICES, INC., WELLS FARGO ADVISORS, LLC, and New York Life Insurance Company.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CA
07/17/2020 - Present
Eagle Strategies LLC (ROSEVILLE CA)
CA
03/18/2016 - 08/25/2016
BANCWEST INVESTMENT SERVICES, INC. (CITRUS HEIGHTS CA)
CA
06/26/2014 - 03/14/2016
EDWARD JONES (CAMERON PARK CA)
CA
08/02/2013 - 07/01/2014
WELLS FARGO ADVISORS, LLC (SACRAMENTO CA)
BOTH
Issued 08/22/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/13/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2014
Series 7 - General Securities Representative Examination
BC
Issued 08/02/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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