Cross State Financial Group
46yrs
Top advisor by experience in Albuquerque
New
Sol Rascon
Financial advisor at Eagle Strategies
Sol Rascon is a fiduciary financial advisor in Albuquerque, New Mexico, registered since May 2026. Sol joined Eagle Strategies in 2026, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 535 advisors with offices in Albuquerque, and one of 510 fiduciaries.
At a glance
ExperienceNew to the profession (since May 2026)
How that compares ?New to the profession
Office7441 Bartlett St NE Suite 2a, Albuquerque, NM 87109
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 ?1 state
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.
Series 66Uniform Combined State Law Examination
Career
- Jul 2026 – nowEagle Strategies LLCCurrent firm
Contact Sol
(888) 695-3245Firm headquarters in New York, NY. Ask for Sol. 7441 Bartlett St NE Suite 2aAlbuquerque, NM 87109Office · Get directions Firm websiteHTTP://WWW.EAGLESTRATEGIES.COM
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Questions to ask Sol
Tailored to Sol’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Sol
How do I contact Sol?
Call Eagle Strategies at (888) 695-3245 and ask for Sol Rascon. Sol works from the Albuquerque, NM office.
How long has Sol been a financial advisor?
Sol is new to the profession, registered since May 2026, and holds 1 license.
What licenses does Sol hold?
Series 66. Tap any license on this page to see what it allows.
Is Sol a fiduciary?
Sol is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Sol paid?
Eagle Strategies reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Sol 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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