Francis Franco
Francis Franco is a registered investment advisor at Eagle Strategies LLC, based in Bellevue, WA, with 8 years of industry experience. Francis 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
10885 NE 4th Street, Suite 1400, Bellevue, WA, 98004
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2019Other Business ActivitiesSells Insurance
Francis is a board member for the Filipino Community of Seattle, the Filipino American Association of Certified Public Accountants, and the Filipino Chamber of Commerce of Pacific Northwest, dedicating a few hours per week to each. Francis also operates under the DBA name of Franco Financial Strategies to sell New York Life products and services, and owns rental property.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations6 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.