AA
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
2253 advisors
Number of Clients
111,361 clients
Average Client Portfolio
$228K average
Assets Under Management
$25.4B
Fee Structure
This brochure describes various advisory programs offered by Eagle Strategies. Fees and compensation details can be found in Eagle's Firm Disclosure Brochure at https://www.eaglestrategies.com/disclosures/. The brochure also mentions 12b-1 fees and shareholder service fees that may be received by NYLIFE Securities and credited to client accounts.
Areas of Practice
Investment ManagementFinancial Planning & Coaching
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Advisor Information
Office location
2020 Main St, 10th Floor, Irvine, CA, 92614
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Abbass brokers non-NYL products. He also operates under the name Infinite Wealth Financial and Insurance Services.
Employment History
Current Registrations
Eagle Strategies LLC
March 2007 - Present · 18 yrs 10 mos
Nylife Securities LLCBroker
July 1997 - Present · 28 yrs 6 mos
State Registrations4 states
CAFLTXWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.