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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Greg Packard is an investment advisor representative and a financial advisor with Eagle Strategies LLC in Auburn, California. Christopher has been in the industry since 2004 and holds Series 6, 7, 63 and 65 licenses. Christopher's other business activities include working as a volunteer on the Streetscape History and Art Advisory Committee for the City of Auburn. Christopher's experience includes working with a variety of clients including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Eagle Strategies LLC is an investment advisory firm that provides financial planning, portfolio management, and other services to individuals, corporations, and other institutions. Christopher specializes in a variety of investment strategies and financial planning services.
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
08/23/2019 - Present
Eagle Strategies LLC (AUBURN CA)
IA
Issued 06/26/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/06/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2014
Series 7 - General Securities Representative Examination
BC
Issued 07/02/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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