Trevor Isaacs, financial advisor Solana Beach CA

Trevor Isaacs

CRD Number: 6331128
Current Firm: Eagle Strategies LLC

Trevor Isaacs (CRD# 6331128) is an Investment Advisor Representative working at Eagle Strategies LLC in Solana Beach, CA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Izx Financial And Insurance Solutions San Diego, CA Jun 2020 - Current 1
Eagle Strategies LLC San Diego, CA Jun 2017 - Current 4
Nylife Securities LLC San Diego, CA Aug 2014 - Current 7
New York Life Insurance Company San Diego, CA May 2014 - Current 7
Ljfp Inc. San Diego, CA Jan 1998 - May 2014 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2014
S66 NASAA Uniform Combined State Law Examination May 2017
Contact Info for Trevor S. Isaacs
Phone Number: (888) 695-3245
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    13,987
    MILLIONS
  • Total Number of Accounts
    66,451
    ACCOUNTS
  • Average Account Value
    $210,490
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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