ZR
ZR

Zachary Rigdon

21 Years of Experience
Las Vegas, NV
Broker

Zachary Rigdon is a registered investment advisor at Eagle Strategies LLC, based in Las Vegas, NV, with 21 years of industry experience. Zachary 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2404 advisors
Number of Clients
111,361 clients
Average Client Portfolio
$228K average
Assets Under Management
$25.4B

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.
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Location

Las Vegas, NV

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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.

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Employment History
Current Registrations
Eagle Strategies LLC
February 2011 - Present · 15 yrs 3 mos
Nylife Securities LLC
July 2005 - Present · 20 yrs 10 mos
Nylife Securities LLCBroker
July 2005 - Present · 20 yrs 10 mos
Previous Registrations
Morgan Stanley
October 2004 - June 2005 · 8 mos
Morgan Stanley Dw INC.Broker
October 2004 - June 2005 · 8 mos
State Registrations3 states
CAMANV
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.
Zachary Rigdon - Financial Advisor | TrueAdvisor