Marlene Carruthers, financial advisor Roseville CA
93 score

Marlene Carruthers

CRD Number: 4480935
Current Firm: Eagle Strategies LLC

Marlene Carruthers (CRD# 4480935) is an Investment Advisor Representative working at Eagle Strategies LLC in Roseville, CA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Eagle Strategies LLC Roseville, CA Mar 2011 - Current 5
Rochbelen Contracting Inc. El Dorado Hills, CA Dec 1998 - Current 18
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2011
Contact Info for Marlene Carruthers
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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