Kavi Virk, financial advisor Glendale CA

Kavi Virk

CRD Number: 2854323
Current Firm: Eagle Strategies LLC

Kavi Virk (CRD# 2854323) is an Investment Advisor Representative working at Eagle Strategies LLC in Glendale, CA and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Eagle Strategies LLC Glendale, CA Jun 2020 - Current < 1
Nylife Securities LLC Glendale, CA Nov 2019 - Current 1
New York Life Insurance Co Glendale, CA Sep 2019 - Current 1
Ksv Media Los Angeles, CA Mar 2009 - Aug 2019 10
Bluepointe Capital Management, LLC San Mateo, CA Mar 2011 - Jan 2012 < 1
Self-employed Los Angeles, CA Mar 2009 - Feb 2011 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2004
S63 Uniform Securities State Law Examination Dec 2019
S65 NASAA Investment Advisors Law Examination Jun 2020
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Kavi S. Virk
Phone Number: (888) 695-3245
Registered State(s):
  • CA
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

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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