Gordon
Ellis

Eagle Strategies LLC

CRD#200361
Investment Advisor
in Baton Rouge, LA

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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

Series 63, Chartered Financial Consultant

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

8280 Ymca Plaza Drive Building 1
Baton Rouge, LA 70810

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$20,357,746,578

LA Average: $7,464,549,021
Total Number of Employees

2,567

LA Average: 88
Total Number of Accounts

95,287

LA Average: 3,892
Average Account Size

$213,647

LA Average: $1,917,921

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

2003 - Present (21 years)

Ellis Insurance & Financial Group

1979 - Present (45 years)

Nylife Securities Inc

1969 - Present (55 years)

Ny Life Ins.C O

Created with Highcharts 6.0.7

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.

Financial Advisors at Eagle Strategies LLC

Arjun Srivastava
Scottsdale, AZ
Craig Peterson
Pittsburgh, PA
Meaghan Ives
Pensacola, FL
Madison Robidart
Gillette, WY
Raymond Stellhorn-Tavera
Newport Beach, CA
Kylie Nesbitt
Renton, WA
Tobin Thomas
Oklahoma City, OK
Ricardo Ramirez
Glendale, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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