Lisa Myers, financial advisor Fairport NY
90 score

Lisa Myers

CRD Number: 6007851
Current Firm: Eagle Strategies LLC

Lisa Myers (CRD# 6007851) is an Investment Advisor Representative working at Eagle Strategies LLC in Fairport, NY and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Eagle Strategies LLC Fairport, NY Dec 2012 - Current 4
Nylife Securities LLC Fairport, NY Jan 2012 - Current 4
New York Life Fairport, NY Jan 2012 - Current 4
Unemployed Honeoye Falls, NY Feb 2011 - Jan 2012 < 1
Palo Alto Networks, Inc. Santa Clara, CA Sep 2006 - Feb 2011 4
Unemployed San Jose, CA Mar 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2012
S66 NASAA Uniform Combined State Law Examination Dec 2012
Contact Info for Lisa J. Myers
Phone Number: (888) 695-3245
Registered State(s):
  • MA
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
90
Clean Record
This advisor has a clean track record with regulators.

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