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Douglas Eagle is a registered investment advisor, based in Valencia, CA, with 25 years of industry experience.
Location
28212 Kelly Johnson Parkway, Suite 175, Valencia, CA, 91355
Get directionsHistory
Regulatory History (1)
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Customer Dispute
December 2008Settled
Other Business ActivitiesSells Insurance
Douglas is the CEO/President of Eagle Wealth Insurance Agency, providing various insurance products, and a broker for Concorde Insurance Agency, selling variable annuity products. He is also involved in several other businesses, including financial planning and investment advisory services, real estate, and adult financial education.
Employment History
Current Registrations
Concorde Investment Services, LLCBroker
October 2023 - Present · 2 yrs 7 mos
Eagle Wealth Management Group INC.
July 2023 - Present · 2 yrs 10 mos
Previous Registrations
Crown Capital Securities, L.P.
April 2006 - October 2023 · 17 yrs 6 mos
Crown Capital Securities, L.P.Broker
May 2004 - October 2023 · 19 yrs 5 mos
Mutual Service CorporationBroker
March 2000 - June 2004 · 4 yrs 3 mos
State Registrations8 states
CAMINVPASDTNTXWA
AdvisorBrokerBoth
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.