Cameron Lagala, financial advisor Roseville CA
65 score

Cameron Lagala

CRD Number: 6215994
Current Firm: Eagle Strategies LLC

Cameron Lagala (CRD# 6215994) is an Investment Advisor Representative working at Eagle Strategies LLC in Roseville, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Eagle Strategies LLC Roseville, CA Jan 2017 - Current 1
Nylife Securities, LLC Roseville, CA Dec 2016 - Current 1
New York Life Insurance Company Roseville, CA Nov 2016 - Current 1
Newport Group Folsom, CA Aug 2016 - Nov 2016 < 1
Unemployed El Dorado Hills, CA Aug 2016 - Sep 2016 < 1
Bancwest Investment Services, Inc. Folsom, CA Mar 2016 - Aug 2016 < 1
Bank Of The West Folsom, CA Mar 2016 - Aug 2016 < 1
Edward Jones Investment Cameron Park, CA Jun 2014 - Mar 2016 1
Wells Fargo Advisors LLC Sacramento, CA Mar 2014 - Jun 2014 < 1
Wells Fargo Bank Sacramento, CA Aug 2009 - Jun 2014 4
California State University Sacramento Sacramento, CA Aug 2011 - May 2014 2
Folsom Lake College Folsom, CA Aug 2008 - May 2011 2
Real Estate Ohana Granite Bay, CA Aug 2008 - Aug 2009 1
Loan Reduc Folsom, CA Mar 2008 - Aug 2008 < 1
Mimis Cafe Folsom, CA Mar 2008 - Aug 2008 < 1
Precision Marketing Sacramento, CA Jun 2008 - Jul 2008 < 1
Wild Bills Cheesesteaks Folsom, CA Jun 2008 - Jul 2008 < 1
Folsom High School Folsom, CA Aug 2004 - May 2008 3
Carl's Jr. Folsom, CA Jan 2008 - Mar 2008 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2013
S66 NASAA Uniform Combined State Law Examination Aug 2014
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Cameron D. Lagala
Phone Number: (888) 695-3245
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    6,621
    MILLIONS
  • Total Number of Accounts
    35,268
    ACCOUNTS
  • Average Account Value
    $187,722
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

Ready to hire a financial advisor? Get competitive proposals from Cameron Lagala and other advisors.
BADGES
65

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