Trevor IsaacsCRD 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.
Paradigm Shift Financial, LLC
Madison Avenue Securities, LLC
Lpl Financial LLC
|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|
Total Assets Under Management13,987MILLIONS
Total Number of Accounts66,451ACCOUNTS
Average Account Value$210,490
- 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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