Brandon McLemore (CRD# 7162367) is an Investment Advisor Representative working at Eagle Strategies LLC in Elkhart, IN and has over 3 years of experience in the finance industry.
CRD# 1612027
Golden Years Financial Advisors, Inc.
CRD# 7077467
Golden Years Financial Advisors, Inc.
CRD# 5040213
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eagle Strategies LLC | Elkhart, IN | Nov 2023 - Current | < 1 |
| Mclemore Financial Strategies, LLC | Elkhart, IN | Nov 2022 - Current | 1 |
| Nylife Securities, LLC | Fort Wayne, IN | Oct 2019 - Current | 4 |
| New York Life Insurance Company | Fort Wayne, IN | Aug 2019 - Current | 4 |
| Fc Hawks | Park Ridge, IL | May 2013 - Aug 2019 | 6 |
| District 207 | Park Ridge, IL | Aug 2008 - Jun 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2020 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2023 |
- IN
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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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