Souheir Alrachid
Souheir Alrachid is a registered investment advisor at Eagle Strategies LLC, based in Los Angeles, CA, with 16 years of industry experience. Souheir 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
6300 Wilshire Blvd, Suite 2200, Los Angeles, CA, 90048
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Regulatory History (1)
Customer Dispute
September 2020Other Business ActivitiesSells Insurance
Souheir works as an insurance broker and sells property and casualty insurance products, dedicating a few hours per week to each activity. She is also a board member of BFF, Inc. - Baccash Family Foundation, spending minimal time on this role.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
Farmers Financial Solutions, LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations1 state
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.