Alfredo Guerrero
Investment adviser representative at Eagle Strategies LLC
26 yearsExperience
1 stateRegistered in
$32BFirm assets
37 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
26 years in the industry.
- Eagle Strategies LLCMay 2024 to now
- New York Life Insurance CompanyMay 2024 to now
- Nylife Securities LLCMay 2024 to now
- Nsmu - Dona Ana Community CollegeAug 2017 to now
- Transamerica Financial Advisors, IncMay 2016 to May 2022
- World Financial Group, Inc.Sep 2015 to May 2022
- Southwest Funding L.P.Apr 2013 to May 2025
- H&f ProductionsJan 2000 to Sep 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (TX).
Eagle Strategies LLC
$32BAssets managed
133,900Clients
2,495Advisers
37 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6648816
- Firm CRD
- 110826