Eugene
Gillmor
Eagle Strategies LLC
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About this Advisor
Eugene Gillmor is a financial advisor based in Medina, Ohio, working with Eagle Strategies LLC. Eugene has previously held positions at New York Life Insurance Company, Bankers Life & Casualty Co, Nylife Securities Inc, and Brokerage. Eugene has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Ohio and Texas. Currently, Eugene is part of Eagle Strategies LLC, which operates out of Medina, Ohio. 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
Eugene Gillmor Work History
Brokerage
New York Life Insurance Company
Nylife Securities Inc
Bankers Life & Casualty Co
Disclosures
Please visit the SEC profile of Eugene Gillmor 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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