Gerald
Lorey
Eagle Strategies LLC
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About this Advisor
Gerald Lorey is a financial advisor working out of Shreveport, Louisiana who has 11 years of industry experience. Lorey works at Eagle Strategies LLC. Over the course of their career, Lorey has held roles at New York Life Ins Co, Nylife Securities, Tgf Financial Group Benefits, LLC, Eagle Strategies LLC, Tfg Financial, LLC, The Summit Group, LLC, Southern Loops Fitness LLC and The Lorey Group, LLC D/B/A The Lorey Group. Lorey holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Louisiana and Texas. Eagle Strategies LLC is a registered investment business based in New York, NY. The firm has offices in 828 locations and a total of 2,392 people on staff. It manages $17 billion in total assets between its 87,580 customer accounts, making it one of the largest financial advisory 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 greater than $1 million in assets. Eagle Strategies LLC performs a broad array 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. Fees for financial management largely vary depending on which service is provided. Fees charged by Eagle Strategies LLC can consist 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
Gerald Lorey Work History
Gerald has been registered as a financial advisor for 11 years.*
The Lorey Group, LLC D/B/A The Lorey Group
Southern Loops Fitness LLC
The Summit Group, LLC
Eagle Strategies LLC
New York Life Ins Co
Nylife Securities
Tgf Financial Group Benefits, LLC
Tfg Financial, LLC
*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 Gerald Lorey 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
Conrad, MT
Overland Park, KS
Chicago, IL
San Mateo, CA
Roseville, CA
Buffalo, NY
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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