Gurcharan Soni
Gurcharan Soni is a registered investment advisor at Eagle Strategies LLC, based in Granada Hills, CA, with 31 years of industry experience. Gurcharan 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
13265 Mssn Tierra Way, Granada Hills, CA, 91344-1125
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2009Other Business ActivitiesSells Insurance
Gurcharan is appointed with various outside insurance carriers to broker non-registered insurance products and operates under the DBA name of Soni Financial & Insurance Solutions to sell New York Life products and services. He has been an owner since 2010.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
Titan/value Equities Group, INC.Broker
Baraban Securities, INC.Broker
State Registrations8 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.