Lloyd Wilson
Lloyd Wilson is a registered investment advisor at Eagle Strategies LLC, based in Birmingham, AL, with 50 years of industry experience. Lloyd 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
2311 Highland Ave S, Ste 101, Birmingham, AL, 35205
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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
Lloyd is an insurance broker operating under the DBA name of Lloyd R. Wilson & Associates, selling New York Life products and other insurance. He is also involved with several organizations, including the Lloyd and Sherry Scholars Fund, Glenn 144 LLC, Stifel Trust Company, Parkinson's Association of Alabama, Robert and Lois Luckie Charitable Foundation, and Oakworth Capital Bank.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
General American Life Insurance CompanyBroker
New York Life Variable Contracts CorporationBroker
State Registrations2 states
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