CC
CC

Christine Cabras

5 Years of Experience
Berkeley, CA
BrokerSells Insurance

Christine Cabras is a registered investment advisor at Eagle Strategies LLC, based in Berkeley, CA, with 5 years of industry experience. Christine 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2404 advisors
Number of Clients
111,361 clients
Average Client Portfolio
$228K average
Assets Under Management
$25.4B

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.
Loading...

Location

821 Delaware Street, Berkeley, CA, 94710

Get directions

History

Regulatory History
Clean regulatory record

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

Christine works as an employee for In House Support Services and provides family consulting as an independent contractor. She also works as an insurance broker, dedicating a few hours per week to this investment-related activity.

Employment History
Current Registrations
Eagle Strategies LLC
June 2024 - Present · 1 yr 11 mos
Nylife Securities LLC
December 2020 - Present · 5 yrs 5 mos
Nylife Securities LLCBroker
December 2020 - Present · 5 yrs 5 mos
State Registrations2 states
CATX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Christine Cabras - Financial Advisor | TrueAdvisor