Lee Loomis (CRD# 6880925) is an Investment Advisor Representative working at Eagle Strategies LLC in Dewitt, NY and has over 6 years of experience in the finance industry.
CRD# 5591004
Cadaret Grant & Co Inc.
CRD# 1200413
Rbc Capital Markets, LLC
CRD# 828730
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eagle Strategies LLC | Dewitt, NY | Apr 2024 - Current | < 1 |
| Nylife Securities, LLC | Dewitt, NY | Jan 2018 - Current | 6 |
| New York Life Insurance Company | Dewitt, NY | Nov 2017 - Current | 6 |
| Unemployed | Fulton, NY | Jul 2017 - Nov 2017 | < 1 |
| Easy Rest Adjustable Beds | Bensalem, PA | Feb 2017 - Jun 2017 | < 1 |
| Unemployed | Fulton, NY | Dec 2016 - Feb 2017 | < 1 |
| Nyh Construction | Syracuse, NY | Jan 2015 - Dec 2016 | 1 |
| Unemployed | Fulton, NY | Sep 2014 - Jan 2015 | < 1 |
| Chase Enterprises | Oswego, NY | May 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2018 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2024 |
- NY
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Total Assets Under Management20,358MILLIONS
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Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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