VA
ChFC
VA
ChFC

Victoria Arndt

22 Years of Experience
Thousand Oaks, CA
Sells Insurance

Victoria Arndt is a ChFC-designated registered investment advisor at Eagleson Arndt Financial Advisors, based in Thousand Oaks, CA, with 22 years of industry experience. Victoria operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 155 clients with $110M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
155 clients
Average Client Portfolio
$688K average
Assets Under Management
$106.6M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

100 E. Thousand Oaks Blvd, Suite 174, Thousand Oaks, CA, 91360

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Victoria is licensed with various insurance companies as a life, health, and accident insurance broker. This work is often done during trading hours and takes a few hours per week.

Employment History
Current Registrations
Eagleson Arndt Financial Advisors
March 2017 - Present · 9 yrs 2 mos
Previous Registrations
Commonwealth Financial Network
September 1999 - October 2012 · 13 yrs 1 mo
State Registrations2 states
CATX
Advisor

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.

Exams
No exam information available for this advisor.