Paul Fimognari
Paul Fimognari is a CFP-designated registered investment advisor at Eagle Strategies LLC, based in Winter Park, FL, with 41 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 111,361 clients with $25B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Eagle Strategies offers investment advice through several programs:
- Co-Advisory Program: Eagle's fees range from 0% to 1.25% of your portfolio, in addition to the co-advisor's fees.
- New York Life Premier Advisory Variable Annuity: Eagle's advisory fee ranges from 0% to 1% of the annuity's value during the accumulation phase. This fee does not apply during the annuitization phase.
Location
1201 S. Orlando Avenue, Suite 320, Winter Park, FL, 32789
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2001Other Business ActivitiesSells Insurance
Paul is an insurance broker appointed with various outside insurance carriers. He brokers non-registered insurance products under the DBA Fimognari Financial.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
MML Investors Services, INC.Broker
First Investors CorporationBroker
State Registrations15 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.