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DE

Douglas R. Eagle

EAGLE WEALTH MANAGEMENT GROUP
VALENCIA, CA 91355
Some features on this profile are disabled
CRD#: 4157461
DE

Professional summary

Douglas Ray Eagle, who also goes by Douglas Ray Eagle Jr., is a registered financial advisor currently at EAGLE WEALTH MANAGEMENT GROUP INC. located in Valencia, California and CONCORDE INVESTMENT SERVICES, LLC located in Valencia, California.

Douglas is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Douglas has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Douglas Ray Eagle Jr.

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Douglas Ray Eagle's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

July 27, 2023 - Present

EAGLE WEALTH MANAGEMENT GROUP INC.

Office #1: 28212 Kelly Johnson Parkway Suite 175, Valencia, CA 91355
RIA
CRD#: 327052
VALENCIA, CA
Current

October 12, 2023 - Present

CONCORDE INVESTMENT SERVICES, LLC

Office #1: 28212 Kelly Johnson Parkway Suite 175, Valencia, CA 91355
BD
CRD#: 151604
Valencia, CA
Past

April 28, 2006 - October 12, 2023

CROWN CAPITAL SECURITIES, L.P.

RIA
CRD#: 6312
VALENCIA, CA
Past

May 28, 2004 - October 12, 2023

CROWN CAPITAL SECURITIES, L.P.

BD
CRD#: 6312
VALENCIA, CA
Past

March 29, 2000 - June 7, 2004

MUTUAL SERVICE CORPORATION

BD
CRD#: 4806
BOSTON, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
EW
EAGLE WEALTH MANAGEMENT GROUP INC.
EAGLE RETIREMENT PLANS | EAGLE WEALTH MANAGEMENT GROUP INC.

CRD#: 327052 / SEC#: 801-128270

RIA
Registered Investment Advisory firm - (7/14/2023 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR
California
(7/27/2023)
RR
California
(10/12/2023)
RR
Michigan
(10/12/2023)
RR
Nevada
(10/12/2023)
RR
Pennsylvania
(10/12/2023)
RR
South Dakota
(10/12/2023)
RR
Tennessee
(10/12/2023)
RR
Texas
(10/12/2023)
IAR
Texas
(8/7/2024)
RR
Washington
(10/12/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/23/2006
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 4/13/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/28/2000
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 4/16/2004
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

EW
EAGLE WEALTH MANAGEMENT GROUP INC.
EAGLE RETIREMENT PLANS | EAGLE WEALTH MANAGEMENT GROUP INC.

CRD#: 327052 / SEC#: 801-128270

RIA
Registered Investment Advisory firm - (7/14/2023 Approved)
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Contact information

Main Address
28212 Kelly Johnson Parkway Suite 175, Valencia, CA 91355
Mailing Address
Phone number
(661) 257-9800
Established
Firm type
Fiscal year end
# of Employees
12

SEC notice filing (8 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

20230509 FORM ADV PART 2A - EAGLE WEALTH (3/26/2025)

Regulatory assets under management

Total Number of Accounts456
AUM (Assets Under Management)$ 364,262,169

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

EAGLE WEALTH MANAGEMENT GROUP INC.

CRD#: 327052Valencia, CA 91355

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