Todd Harris, financial advisor Fullerton CA
93 score

Todd Harris

CRD Number: 4587165
Current Firm: Eagle Strategies LLC

Todd Harris (CRD# 4587165) is an Investment Advisor Representative working at Eagle Strategies LLC in Fullerton, CA and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
New York Life Insurance Company Sleepy Hollow, NY Jun 2009 - Current 7
Atrium Staffing New York, NY Feb 2009 - Jun 2009 < 1
Rutgers University Newark, NJ Sep 2008 - Feb 2009 < 1
American Skandia Marketing Inc. Shelton, CT Aug 2005 - Sep 2008 3
Prudential Insurance Co Of America Shelton, CT Aug 2002 - Sep 2008 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2003
Contact Info for Todd A. Harris
Phone Number: (888) 695-3245
Registered State(s):
  • CA
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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