Athena Webster (CRD# 6355836) is an Investment Advisor Representative working at Eagle Strategies LLC in Pollock Pines, CA and has over 7 years of experience in the finance industry.
CRD# 2924886
Wealthguard Advisors, Inc.
CRD# 6750305
Wealthguard Advisors, Inc.
CRD# 4677966
Ben-david Financial Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eagle Strategies LLC | Pollock Pines, CA | Apr 2023 - Current | 1 |
| Nylife Securities LLC | San Francisco, CA | Dec 2017 - Current | 6 |
| New York Life Insurance Company | San Francisco, CA | Nov 2017 - Current | 6 |
| Bankers Life Securities Inc. | Roseville, CA | Jun 2016 - Oct 2017 | 1 |
| Bankers Life And Casualty | Roseville, CA | May 2012 - Oct 2017 | 5 |
| Bankers Life And Casualty | Roseville, CA | May 2012 - Oct 2017 | 5 |
| Proequities, Inc. | Pleasanton, CA | Jun 2014 - Oct 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2017 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2023 |
- CA
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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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