Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucas? Claim Your ProfileLucas C. Herrington is a registered representative of Eagle Strategies LLC, based in Trumansburg, NY. Lucas has been working in the financial industry since August 2011. Lucas has a Series 7, Series 63, and Series 66 license as well as the SIE exam. Lucas specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals. Lucas's primary firm, Eagle Strategies LLC, is based in New York, NY and manages over $20 Billion in assets. Lucas has been registered with Eagle Strategies LLC since June 2012 and is also registered with New York Life Securities LLC and H & H Financial Group. Lucas has experience working with a range of clients, including individuals, corporations, charitable organizations, and high-net-worth individuals. Lucas is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NY
09/02/2021 - Present
Eagle Strategies LLC (TRUMANSBURG NY)
BOTH
Issued 06/08/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/16/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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