Nazih Yehya (CRD# 5026031) is an Investment Advisor Representative working at Eagle Strategies LLC in Anaheim, CA and has over 18 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Blue Cedar Financial And Insurance Solutions | Brea, CA | Jun 2023 - Current | < 1 |
| Eagles Strategies LLC | Yorba Linda, CA | Apr 2014 - Current | 10 |
| New York Life Insurance | Brea, CA | Aug 2005 - Current | 18 |
| Nylife Securities Inc. | New York, NY | Aug 2005 - Current | 18 |
| Yehya Financial & Insurance Services | Brea, CA | Aug 2014 - Jun 2023 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2006 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2013 |
- CA
- TX
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Total Assets Under Management20,358MILLIONS
-
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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