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Chien Kain Yeh

Eagle Strategies LLC

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About Chien Kain Yeh

Chien Kain Yeh is an investment advisor representative at Eagle Strategies LLC. Chien has been in the financial industry since December 2004. Chien is licensed to sell securities in 22 states including California, Texas, Colorado, Florida, Illinois, Maryland, Massachusetts, Michigan, Minnesota, Nevada, New Hampshire, New Jersey, New York, North Carolina, Oregon, Pennsylvania, South Carolina, Utah, and Virginia. Chien also offers insurance products and services as a partner at Caduceus Financial & Insurance Services. Chien is committed to providing personalized financial planning and investment advice to individuals, families, and businesses.

Firm Information

Chien Yeh is currently registered with Eagle Strategies LLC. Eagle Strategies LLC is an investment advisor headquartered in New York, NY. The firm provides a range of services, including financial planning, pension consulting, educational seminars, and publication of periodicals. They manage assets for individuals, high-net-worth individuals, corporations, and charitable organizations. Eagle Strategies has over 1,998 registered representatives and manages over $20 billion in assets.
Eagle Strategies LLC

2999 DOUGLAS BLVD

ROSEVILLE, CA 95661-3839

$20.36B

Assets Under Management

6,070

Total Clients

2,031

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Chien Yeh’s Registration & Firm History

CA

07/17/2020 - Present

Eagle Strategies LLC (ROSEVILLE CA)

CA

01/03/2011 - 03/08/2011

WELLS FARGO ADVISORS, LLC (SACRAMENTO CA)

CA

08/09/2004 - 01/03/2011

WELLS FARGO INVESTMENTS, LLC (SACRAMENTO CA)

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Licenses & Designations

BOTH

Issued 8/27/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 8/5/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Chien Kain Yeh. Review regulatory record here.
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