Mark Pratt
Mark Pratt is a registered investment advisor at Eagle Strategies LLC, based in Davis, CA, with 40 years of industry experience. Mark 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
1756 Picasso Ave, Suite B, Davis, CA, 95618
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2016Other Business ActivitiesSells Insurance
Mark brokers non-registered insurance products through Pratt Financial & Insurance Services and owns rental property. He also serves as a board member on the Finance and Lifelong Learning Committees for the Asian Cultural Center Sacramento Valley, dedicating minimal time to this role.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
London Pacific Securities, INC.Broker
Wells Fargo Securities INC.Broker
Essex National Securities, INC.Broker
First Interstate Investments,inc.Broker
Jmc Financial CorporationBroker
Mutual Service CorporationBroker
Calvert Securities CorporationBroker
State Registrations22 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.