Advisor at Eagle Valley Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Eagle Valley Wealth Management
Location
Vilonia, AR
Credentials
CFA®
Industry experience
< 1 year
Project-Based Financial Planning fixed fee ranges from $1,000 to $5,000 depending on complexity and client needs.
Financial Planning Hourly Fee is $300 per hour.
Fee-only: Ongoing Comprehensive Financial Planning fees range from $0 to $1,250 quarterly; Ongoing Comprehensive Financial Planning + Investment Management fees range from $0 to $2,500 quarterly, fees are negotiable and based on complexity and client needs.
Eagle Valley Wealth Management LLC
2025 - Present (1 year)
N/a
2024 - 2024 (1 year)
Ameri-Can International Academy
2021 - 2024 (3 years)
MetLife Investment Management
2018 - 2021 (3 years)
Dalfen America Corp.
2017 - 2018 (1 year)
Strait Capital Company Ltd.
2015 - 2017 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Conway, AR
Merrill
Aldo Marsiglia is an International Wealth Advisor at Merrill Lynch Wealth Management in Miami. He has been with Merrill Lynch since 2005, overseeing portfolio strategies for ultra-high net worth families both in the United States and internationally. Aldo is also a co-founder of the SIGMA Group. He holds the Certified Investment Management Analyst (CIMA®) designation awarded by the Investments & Wealth Institute™ in conjunction with the University of Chicago Booth School of Business. Aldo earned a Bachelor's degree in Finance from the University of Florida. He is fluent in English, Italian, Spanish, and Portuguese.
Series 63, Series 66
Conway, AR
Edward Jones
CFP®, Series 66
Conway, AR
Edward Jones
CFP®, Series 66
Conway, AR
Edward Jones
Series 66
Conway, AR
Edward Jones
CFP®, Series 66
Conway, AR
Edward Jones
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