Lisa Youk, financial advisor Bellevue WA

Lisa Youk

CRD Number: 6056442
Current Firm: Eagle Strategies LLC
Compensation Model: Both
Lisa Youk (CRD# 6056442) is an Investment Advisor Representative working at Eagle Strategies LLC in Bellevue, WA and has over 7 years of experience in the finance industry.
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Company Name Location Dates Years
Eagle Strategies LLC Bellevue, WA Sep 2017 - Current 3
Nylife Securities, LLC Bellevue, WA Jun 2012 - Current 8
New York Life Insurance Bellevue, WA Apr 2012 - Current 8
Unemployed Seattle, WA Mar 2012 - Apr 2012 < 1
Wiss Janney Elstner Seattle, WA Oct 2009 - Feb 2012 2
Tagira Stone Seattle, WA May 2009 - Sep 2009 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2012
S66 NASAA Uniform Combined State Law Examination Sep 2017
Contact Info for Lisa Youk
Phone Number:
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    11,274
    MILLIONS
  • Total Number of Accounts
    59,118
    ACCOUNTS
  • Average Account Value
    $190,699
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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Data verified by both the advisor and the public regulatory data.

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