Pascal Nguyen
Pascal Nguyen is a registered investment advisor at Eagle Strategies LLC, based in Irvine, CA, with 34 years of industry experience. Pascal 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
2020 Main Street, 10th Fl, Irvine, CA, 92614
Get directionsHistory
Regulatory History (6)
Customer Dispute
May 2022Customer Dispute
August 2021Customer Dispute
December 2018Customer Dispute
August 2013Customer Dispute
March 2012Customer Dispute
December 2008Other Business ActivitiesSells Insurance
Pascal is an insurance broker appointed with outside carriers, operating under the DBA Pascal Insurance and Financial Services since 2004. He is also a member of PIFS Management LLC, a management company, spending minimal time overseeing business activities and managing the company's books.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations10 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.