BG
ChFC
BG
ChFC

Blayne Gale

26 Years of Experience
Reno, NV
BrokerSells Insurance

Blayne Gale is a ChFC-designated registered investment advisor at Eagle Strategies LLC, based in Reno, NV, with 26 years of industry experience. Blayne 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2404 advisors
Number of Clients
111,361 clients
Average Client Portfolio
$228K average
Assets Under Management
$25.4B

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.
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Location

5340 Kietzke Ln., Suite 200, Reno, NV, 89511

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Blayne works as an insurance broker with outside carriers since 2009 and operates under the DBA name of Frontline Wealth Group for selling New York Life products and brokering non-registered insurance products. He also serves as a board member and chairperson for the Salvation Army and as a board member for the Division of Insurance Commissioner's Agent Advisory Council Nevada, dedicating minimal time to the latter two.

Employment History
Current Registrations
Eagle Strategies LLC
November 2006 - Present · 19 yrs 6 mos
Nylife Securities LLCBroker
June 2004 - Present · 21 yrs 11 mos
Previous Registrations
Mutual of Omaha Investor Services, INC.Broker
January 1999 - August 2003 · 4 yrs 7 mos
State Registrations8 states
CACOIDMDNMNVTXWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Blayne Gale - Financial Advisor | TrueAdvisor