Thomas Pendleton
Thomas Pendleton is a CFP-designated registered investment advisor at Eagle Strategies LLC, based in Columbus, GA, with 14 years of industry experience. Thomas 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
1443 2nd Avenue, Columbus, GA, 31901
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2023Employment Separation After Allegations
April 2010Other Business ActivitiesSells Insurance
Thomas owns rental properties through KNP Holdings, LLC, and is involved with St. Luke United Methodist Church and St. Luke School. He also brokers various insurance products and operates under Hudson Pendleton Financial Group, LLC and Generational Financial Partners LLC to sell New York Life products and broker non-registered insurance products, dedicating minimal time to each activity.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Wells Fargo Advisors, LLCBroker
State Registrations22 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.