Frank Avila (CRD# 6196475) is an Investment Advisor Representative working at Eagle Strategies LLC in Elk Grove, CA and has over 10 years of experience in the finance industry.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 2923073
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eagle Strategies LLC | Elk Grove, CA | Jun 2021 - Current | 2 |
| Nylife Securities LLC | Stockton, CA | Feb 2020 - Current | 4 |
| New York Life Insurance Co | Stockton, CA | Jan 2020 - Current | 4 |
| Unemployed | Woodland, CA | Dec 2019 - Jan 2020 | < 1 |
| Edward Jones | St Louis, MO | Mar 2018 - Dec 2019 | 1 |
| Wells Fargo Clearing Services, LLC | Davis, CA | Nov 2016 - Mar 2018 | 1 |
| Wells Fargo Bank Na | Davis, CA | Oct 2009 - Mar 2018 | 8 |
| Wells Fargo Advisors LLC | Davis, CA | May 2013 - Nov 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2013 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2018 |
- 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
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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