Julius Elmer Magbitang (CRD# 4750690) is an Investment Advisor Representative working at Eagle Strategies LLC in Alamo, CA and has over 18 years of experience in the finance industry. Julius Elmer Magbitang has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eagle Strategies LLC | Danville, CA | Mar 2012 - Current | 12 |
| Magbitang Financial & Insurance Solutions | Alamo, CA | Mar 2007 - Current | 17 |
| Nylife Securities Inc. | San Francisco, CA | Feb 2004 - Current | 20 |
| New York Life Insurance Company | San Francisco, CA | Aug 2001 - Current | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2005 |
- CA
- TX
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Total Assets Under Management20,358MILLIONS
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Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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