Pablo Carlos
Pablo Carlos is a ChFC-designated registered investment advisor at Eagle Strategies LLC, based in El Paso, TX, with 9 years of industry experience. Pablo 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
621 N Resler Dr, El Paso, TX, 79912
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Pablo is a board member for multiple non-profit organizations, including the Children's Grief Center of El Paso, El Paso Children's Hospital Foundation, and University Medical Center Foundation of El Paso, dedicating minimal time to each. He also operates under the DBA name of Crown Wealth Strategies LLC for servicing insurance and financial product clients.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations17 states
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