Peter Lovley
Peter Lovley is a registered investment advisor at Eagle Strategies LLC, based in Estero, FL, with 26 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 111,361 clients with $25B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Eagle Strategies offers investment advice through several programs:
- Co-Advisory Program: Eagle's fees range from 0% to 1.25% of your portfolio, in addition to the co-advisor's fees.
- New York Life Premier Advisory Variable Annuity: Eagle's advisory fee ranges from 0% to 1% of the annuity's value during the accumulation phase. This fee does not apply during the annuitization phase.
Location
8010 Via Sardinia Way, Unit 315, Estero, FL, 33928
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Peter is an insurance broker for non-registered insurance products since June 2022, dedicating a few hours per week. He is also a board member for his HOA, spending a few hours per week representing community concerns.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
Hornor, Townsend & Kent, INC.Broker
Hornor, Townsend & Kent, INC.
Sunset Financial Services, INC.Broker
Sunset Financial Services, INC.
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Esi Financial Advisors
Equity Services, INC.Broker
Nylife Securities INC.Broker
Pruco Securities CorporationBroker
MML Investors Services, INC.Broker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.