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Randall Joseph Giorgi

Eagle Strategies LLC

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About Randall Joseph Giorgi

Randall Joseph Giorgi is a financial professional with over 35 years of experience in the industry. Randall is a Certified Financial Planner™ and currently works with Eagle Strategies LLC. Randall has a broad range of experience and specializes in financial planning, investment advisory services, and insurance. Randall is also a registered representative in 27 states, including California, Texas, and New York. Randall is committed to providing his clients with the best possible service and helping them achieve their financial goals.

Firm Information

Randall Giorgi 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

2650 INDUSTRIAL PARKWAY

SANTA MARIA, CA 93455

$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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Randall Giorgi’s Registration & Firm History

CA

06/05/2015 - Present

Eagle Strategies LLC (SANTA MARIA CA)

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Licenses & Designations

BC

Issued 9/23/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/27/2012

Series 7 - General Securities Representative Examination

BC

Issued 7/25/1988

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 9/12/1985

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Randall Joseph Giorgi. Review regulatory record here.
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