J.P. Morgan Securities
42yrs
Top advisor by experience in Dublin
6yrs
Dev Rana
Financial advisor at Eagle Strategies
Dev Rana has worked in the financial industry for 6 years and is a fiduciary financial advisor based in Dublin, California. Dev joined Eagle Strategies in 2026, a firm offering financial planning, investment management, and retirement plan consulting. Eagle Strategies reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 70 advisors with offices in Dublin, and one of 68 fiduciaries.
At a glance
Experience6 years (since 2021)
How that compares ?6 years in the industry
OfficeDublin, CA
FirmEagle Strategies
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$235,446
Advisors at the firm2,501
States licensed ?2 states
Services through Eagle Strategies
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jan 2026 – nowEagle Strategies LLCCurrent firm
Contact Dev
Dublin, CAOffice · Get directions Firm main line(888) 695-3245Headquarters: Eagle Strategies · New York, NY Firm websitewww.eaglestrategies.comIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Dev
Tailored to Dev’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Dev
How do I contact Dev?
Call Eagle Strategies at (888) 695-3245 and ask for Dev Rana. Dev works from the Dublin, CA office.
How long has Dev been a financial advisor?
Dev has been in the industry since 2021, about 6 years. 6 years in the industry.
What licenses does Dev hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Dev a fiduciary?
Dev is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Dev paid?
Eagle Strategies reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Dev for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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