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Lloyd Reed Wilson

Eagle Strategies LLC

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About Lloyd Reed Wilson

Lloyd Wilson is a Registered Investment Advisor with over 47 years in the industry. Lloyd is currently registered with Eagle Strategies LLC in Alabama and Texas. Lloyd is a Series 65, Series 63, Series 6TO, SIE and Series 1 licensed professional and has held previous positions with GENERAL AMERICAN LIFE INSURANCE COMPANY and NEW YORK LIFE VARIABLE CONTRACTS CORPORATION. Lloyd provides financial planning, pension consulting, educational seminars, and publication of periodicals and selects other advisors.

Firm Information

Lloyd Wilson is currently registered with Eagle Strategies LLC. Eagle Strategies LLC is an investment advisor headquartered in NEW YORK, NY. They offer a range of services including financial planning, pension consulting, educational seminars, and publication of periodicals. The firm manages assets for individuals, high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth clients. They also participate in wrap fee programs.
Eagle Strategies LLC

51 MADISON AVENUE

NEW YORK, NY 10010

$20.36B

Assets Under Management

6,070

Total Clients

2,031

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Lloyd Wilson’s Registration & Firm History

AL

11/01/2004 - Present

Eagle Strategies LLC (BIRMINGHAM AL)

NA

08/26/1980 - 05/06/1983

GENERAL AMERICAN LIFE INSURANCE COMPANY

NA

03/26/1975 - 12/26/1979

NEW YORK LIFE VARIABLE CONTRACTS CORPORATION

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Licenses & Designations

IA

Issued 11/29/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/13/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/24/1975

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lloyd Reed Wilson.
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