Gordon
Ellis
Eagle Strategies LLC
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About this Advisor
Gordon Ellis is a financial advisor based in Baton Rouge, Louisiana, working with Eagle Strategies LLC. Gordon has previously held positions at Ellis Insurance & Financial Group, Ny Life Ins.C O, and Nylife Securities Inc. Gordon has passed the Series 63 regulatory exam and is registered to provide services in Louisiana and Texas. Currently, Gordon is part of Eagle Strategies LLC, which operates out of Baton Rouge, Louisiana. 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
Services Offered
Fee Structure
Office Location
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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
Gordon Ellis Work History
Ellis Insurance & Financial Group
Nylife Securities Inc
Ny Life Ins.C O
Disclosures
Please visit the SEC profile of Gordon Ellis 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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