Kory
Yoder
Eagle Strategies LLC
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About this Advisor
Kory Yoder is a financial advisor based in Fresno, California, working with Eagle Strategies LLC. Kory has previously held positions at Falcon Financial & Insurance Solutions, Me-N-Ed'S Pizzeria, California State University, Fresno, Clovis East High School, Reyburn Intermediate, Winger Public School, Brandt Farms, Clovis Unified School District, Nylife Securities LLC, and Eagle Strategies LLC. Kory has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Kory is part of Eagle Strategies LLC, which operates out of Fresno, California. The firm has 849 offices and 2,567 employees. The firm manages assets totaling $20.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Eagle Strategies LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Eagle Strategies LLC Brokerage Details
$20,357,746,578
2,567
95,287
$213,647
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Kory Yoder Work History
Nylife Securities LLC
Eagle Strategies LLC
Falcon Financial & Insurance Solutions
Clovis East High School
Me-N-Ed'S Pizzeria
California State University, Fresno
Brandt Farms
Clovis Unified School District
Clovis East High School
Reyburn Intermediate
Winger Public School
Disclosures
Please visit the SEC profile of Kory Yoder to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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