Eugene Gillmor, financial advisor Medina OH

Eugene Gillmor

CRD Number: 4559439
Current Firm: Eagle Strategies LLC

Eugene Gillmor (CRD# 4559439) is an Investment Advisor Representative working at Eagle Strategies LLC in Medina, OH and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Brokerage Seven Hills, OH Aug 2004 - Current 19
New York Life Insurance Company Seven Hills, OH Jul 2002 - Current 21
Nylife Securities Inc. Seven Hills, OH Jul 2002 - Current 21
Bankers Life & Casualty Company Westlake, OH Jul 1996 - Current 27
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2003
S66 NASAA Uniform Combined State Law Examination Jun 2006
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Eugene M. Gillmor
Phone Number: (888) 695-3245
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    16,667
    MILLIONS
  • Total Number of Accounts
    87,580
    ACCOUNTS
  • Average Account Value
    $190,309
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, WY

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