Patrick ChoCRD Number: 7155612
Current Firm: Eagle Strategies LLC
Patrick Cho (CRD# 7155612) is an Investment Advisor Representative working at Eagle Strategies LLC in Irvine, CA and has over 2 years of experience in the finance industry.
Raymond James & Associates, Inc.
Dorman Skorheim Wealth Management LLC
Baker Jensen Investment Advisors, LLC
|Eagle Strategies LLC||Irvine, CA||Dec 2021 - Current||< 1|
|Nylife Securities, LLC||Irvine, CA||Sep 2019 - Current||2|
|New York Life Insurance Company||Irvine, CA||Jul 2019 - Current||2|
|Nasung Church||La Habra Heights, CA||Feb 2010 - Jun 2019||9|
|Crossroads Campus Ministries||Brea, CA||Jan 2014 - Jun 2017||3|
|Biola University||La Mirada, CA||Aug 2008 - May 2013||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2019|
Total Assets Under Management18,110MILLIONS
Total Number of Accounts84,457ACCOUNTS
Average Account Value$214,423
- 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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