Seungjin Seok
Seungjin Seok is a ChFC-designated registered investment advisor at Eagle Strategies LLC, based in Anaheim, CA, with 13 years of industry experience. Seungjin 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
2400 E. Katella Ave, Suite 800, Anaheim, CA, 92806
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Regulatory History (1)
Customer Dispute
October 2019Other Business ActivitiesSells Insurance
Seungjin works as an insurance broker with outside carriers and through Dickerson Insurance Services and KBP Financial & Insurance Marketing, dedicating a few hours per week. Seungjin is also an advisory board member for the Korean American Special Education Center (KASEC) and operates under the DBA name of Coram Deo Insurance and Financial Services, Inc. to sell New York Life products and broker non-registered insurance products.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations16 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.