Sean Andersen
Sean Andersen is a ChFC-designated registered investment advisor at Eagle Strategies LLC, based in Yuba City, CA, with 15 years of industry experience. Sean 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
718 Bridge St, Unit A, Yuba City, CA, 95991
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2015Other Business ActivitiesSells Insurance
Sean owns rental properties, is an insurance broker, and is involved with estate planning and scholastic foundations. He also sells New York Life products and services under the DBA name of Aligned Insurance and Financial Solutions, and brokers non-registered insurance products.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
Country Capital Management CompanyBroker
State Registrations20 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.