AA
AA

Abbass Agahi

28 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
2254 advisors
Number of Clients
111,361 clients
Average Client Portfolio
$228K average
Assets Under Management
$25.4B

Fee Structure

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Location

2020 Main St, 10th Floor, Irvine, CA, 92614

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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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 11 mos
Nylife Securities LLCBroker
July 1997 - Present · 28 yrs 7 mos
State Registrations4 states
CAFLTXWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.