Mario Orozco, financial advisor Burke VA
93 score

Mario Orozco

CRD Number: 4469242
Current Firm: Eagle Strategies LLC

Mario Orozco (CRD# 4469242) is an Investment Advisor Representative working at Eagle Strategies LLC in Burke, VA and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Eagle Strategies LLC Vienna, VA Nov 2014 - Current 2
Nylife Securities LLC Vienna, VA Sep 2014 - Current 2
New York Life Insurance Co Vienna, VA Sep 2014 - Current 2
Valic Financial Advisors Centreville, VA Dec 2005 - Sep 2014 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2005
S65 NASAA Investment Advisors Law Examination Sep 2006
Contact Info for Mario R. Orozco
Phone Number: (888) 695-3245
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    5,154
    MILLIONS
  • Total Number of Accounts
    29,837
    ACCOUNTS
  • Average Account Value
    $172,747
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

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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