Gregory Shelton, financial advisor Covington LA
93 score

Gregory Shelton

CRD Number: 5532531
Current Firm: Eagle Strategies LLC

Gregory Shelton (CRD# 5532531) is an Investment Advisor Representative working at Eagle Strategies LLC in Covington, LA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Eagle Strategies LLC New Orleans, LA May 2012 - Current 4
Nylife Securities New Orleans, LA Jun 2008 - Current 8
New York Life Insurance Comp. New Orleans, LA May 2008 - Current 8
Unemployed Covington, LA May 2008 - May 2008 < 1
South Eastern La Univ Hammond, LA Aug 2007 - May 2008 < 1
Entergy Services Hammond, LA Aug 2006 - May 2008 1
Mississippi College Jackson, MS Jun 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2008
S66 NASAA Uniform Combined State Law Examination May 2012
Contact Info for Gregory S. Shelton
Phone Number: (888) 695-3245
Registered State(s):
  • LA
By the Numbers
  • Total Assets Under Management
    5,154
    MILLIONS
  • Total Number of Accounts
    29,837
    ACCOUNTS
  • Average Account Value
    $172,747
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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