Cameron D. Lagala

EAGLE STRATEGIES LLC

ROSEVILLE, CA 95661

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CRD#: 6215994

Professional summary

Cameron Dl Lagala, CFP®, who also goes by Cameron D L Lagala, Cameron David Louis Lagala, Cameron Davidlouis Lagala, is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Roseville, California and NYLIFE SECURITIES LLC located in Roseville, California.

Cameron is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Cameron has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Cameron D L Lagala | Cameron David Louis Lagala | Cameron Davidlouis Lagala

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.

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; investment related; 1 hour per month; start date 10/2016] [OPERATING UNDER THE DBA NAME OF CADUCEUS FINANCIAL & INSURANCE SERVICES FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; ROSEVILLE, CA; START DATE: 05/2020][Real Estate Consulting; I am looking to work with a family member of mine to buy property and work through the process to have a development map and entitlements completed. The goal is to ultimately sell the property later at a profit. ; 8884 tahiti ct orangevale ca 95662; Start Date 07/2025; Role/Title: Consultant; Investment Related; 5 hours per month; 5 hours per month during securities trading hours]

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cameron Dl Lagala'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®

CFP^®

Certified Financial Planner

Start date: 2021

Experience

Current

January 12, 2017 - Present

EAGLE STRATEGIES LLC

Office #1: 2999 Douglas Blvd Suite 300, Roseville, CA 95661

RIA

CRD#: 110826

ROSEVILLE, CA

Current

December 8, 2016 - Present

NYLIFE SECURITIES LLC

Office #1: 2999 Douglas Blvd Ste. 350, Roseville, CA 95661

CRD#: 5167

Roseville, CA

Past

March 21, 2016 - August 25, 2016

BANCWEST INVESTMENT SERVICES, INC.

RIA

CRD#: 29357

CITRUS HEIGHTS, CA

Past

March 18, 2016 - August 25, 2016

BANCWEST INVESTMENT SERVICES, INC.

CRD#: 29357

CITRUS HEIGHTS, CA

Past

October 20, 2014 - March 14, 2016

EDWARD JONES

RIA

CRD#: 250

CAMERON PARK, CA

Past

June 26, 2014 - March 14, 2016

EDWARD JONES

CRD#: 250

CAMERON PARK, CA

Past

August 2, 2013 - July 1, 2014

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

SACRAMENTO, CA

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".

EAGLE STRATEGIES LLC

EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC

CRD#: 110826 / SEC#: 801-32987

RIA

Registered Investment Advisory firm - (10/14/1988 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.

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

California
(12/8/2016)

IAR

California
(1/12/2017)

Colorado
(10/12/2020)

Florida
(9/1/2023)

Idaho
(5/4/2021)

Massachusetts
(3/8/2024)

Minnesota
(4/6/2022)

New Hampshire
(4/19/2021)

New Jersey
(10/21/2021)

New York
(6/10/2024)

North Carolina
(1/11/2022)

Oregon
(7/25/2023)

Pennsylvania
(7/10/2024)

South Carolina
(7/29/2021)

Texas
(6/17/2020)

IAR

Texas
(7/17/2020)

Utah
(7/15/2022)

Virginia
(1/19/2022)

Washington
(12/5/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/22/2014

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/13/2013

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/27/2014

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/2/2013

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

EAGLE STRATEGIES LLC

EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC

CRD#: 110826 / SEC#: 801-32987

RIA

Registered Investment Advisory firm - (10/14/1988 Approved)

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Contact information

Main Address

51 Madison Avenue 12th Floor, New York, NY 10010

Mailing Address

51 Madison Avenue Floor 3b, Room 0304, New York, NY 10010

Phone number

(888) 695-3245

Established

Firm type

Fiscal year end

# of Employees

2,804

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

APPENDIX 1 DISCLOSURE BROCHURE (11/11/2025)

EAGLE STRATEGIES DISCLOSURE BROCHURE (10/23/2025)

Regulatory assets under management

Total Number of Accounts	111,361
AUM (Assets Under Management)	$ 25,395,380,570

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/24/2025	Cover Page	Report
04/25/2024	Cover Page	Report
12/20/2023	Cover Page	Report

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.

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Advisor Monitoring

Firm Stability Insights

Cameron D. Lagala

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cameron Dl Lagala's CRS (Customer Relationship Summary).

Certified licenses

Experience

NYLIFE SECURITIES LLC

BANCWEST INVESTMENT SERVICES, INC.

BANCWEST INVESTMENT SERVICES, INC.

EDWARD JONES

EDWARD JONES

WELLS FARGO CLEARING SERVICES, LLC

Primary Firm SEC Registration

EAGLE STRATEGIES LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/22/2014

Series 63

Date: 8/13/2013

SIE

Date: 10/1/2018

Series 7

Date: 7/27/2014

Series 6

Date: 8/2/2013

FINRA

Current Firm

EAGLE STRATEGIES LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

EAGLE STRATEGIES LLC

TRUST BUT VERIFY

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