Euletta Gordon
Euletta Gordon is a registered investment advisor at Eagle Strategies LLC, based in Mt. Laurel, NJ, with 23 years of industry experience. Euletta 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
3000 Atrium Way, Suite 330, Mt. Laurel, NJ, 08054
Get directionsHistory
Regulatory History (1)
Financial
March 2020Other Business ActivitiesSells Insurance
Euletta is a board member of Grace Temple Community Development Corporation, dedicating minimal time. She also works as an insurance broker and owns rental property, dedicating a few hours per week to each.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations14 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.