Peter
Lovley
Eagle Strategies LLC
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About this Advisor
Peter Lovley is a financial advisor operating in Estero, Florida with a total of 8 years of industry experience. Lovley is an advisor for Eagle Strategies LLC. Throughout their career, Lovley has worked at National Financial Legacy Group, Penn Mutual Life Ins Co, Horner Townsend & Kent Inc, Eagle Strategies LLC, New York Life Ins Co and Nylife Securities LLC. Lovley has Series 63, Series 65 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Florida. Eagle Strategies LLC is a financial advisory firm that has its headquarters in New York, NY. It has offices in 828 locations and a total of 2,392 advisors. It handles $17 billion in total assets between its 87,580 client accounts, making it one of the biggest firms in the United States by assets under management. The firm advises 175 charities and foundations. Of its 87,580 accounts, 17% are associated with high-net-worth individuals who have more than $1 million in investable assets. Eagle Strategies LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial management fees usually vary depending on which services are offered. However, fees billed by Eagle Strategies LLC may include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Eagle Strategies LLC Brokerage Details
$16,667,263,900
2,392
87,580
$190,309
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
Peter Lovley Work History
Peter has been registered as a financial advisor for 8 years.*
Eagle Strategies LLC
New York Life Ins Co
Nylife Securities LLC
Penn Mutual Life Ins Co
Horner Townsend & Kent Inc
National Financial Legacy Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Peter Lovley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Eagle Strategies LLC
Roseville, CA
Fort Collins, CO
Fairfax, VA
Conrad, MT
New York, NY
Saint Louis, MO
Lincoln, NE
Madison, CT
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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