Unclaimed Profile

Douglas Ray Eagle

EAGLE WEALTH MANAGEMENT GROUP INC.·VALENCIA, California

SIE, Series 7, Series 24, Series 63, Series 6520 years registeredEAGLE WEALTH MANAGEMENT GROUP INC.

28212 KELLY JOHNSON PARKWAY, VALENCIA, CA 91355CRD# 4157461Firm CRD# 327052

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Douglas Ray Eagle · VALENCIA, CA

Registration

CRD #4157461 · EAGLE WEALTH MANAGEMENT GROUP INC. · 20 years registered

Brand Profile

Not yet started

Career History

EAGLE WEALTH MANAGEMENT GROUP INC.

Jul 2023 – present

CROWN CAPITAL SECURITIES, L.P.

Apr 2006 – Oct 2023

VALENCIA, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · April 28, 2006

Years registered · 20

Disclosure History

2008Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

EAGLE WEALTH MANAGEMENT GROUP INC.

CRD 327052 · SEC 801-128270

AUM

$311M

Regulatory assets under management

Employees

432 client accounts

Services offered by EAGLE WEALTH MANAGEMENT GROUP INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at EAGLE WEALTH MANAGEMENT GROUP INC. →

Introduction

Speak with Douglas

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Douglas is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in VALENCIA?

Browse all registered financial advisors in VALENCIA, California or claim this profile if it's yours.

Browse VALENCIA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Douglas Ray Eagle offer?

Douglas Ray Eagle specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in VALENCIA, California for a consultation.

What are Douglas Ray Eagle's credentials?

Douglas Ray Eagle is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Douglas Ray Eagle located?

Douglas Ray Eagle is based in VALENCIA, California, working with EAGLE WEALTH MANAGEMENT GROUP INC.. Their office serves clients in the VALENCIA metropolitan area and surrounding communities.

How does Douglas Ray Eagle charge for services?

Douglas Ray Eagle's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EAGLE WEALTH MANAGEMENT GROUP INC.?

EAGLE WEALTH MANAGEMENT GROUP INC. has approximately 12 employees and manages $311M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →