Lucas Herrington, financial advisor Trumansburg NY

Lucas Herrington

CRD Number: 5832795
Current Firm: Eagle Strategies LLC

Lucas Herrington (CRD# 5832795) is an Investment Advisor Representative working at Eagle Strategies LLC in Trumansburg, NY and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
H & H Financial Group Horseheads, NY Sep 2012 - Current 11
Eagle Strategies LLC Horseheads, NY Jun 2012 - Current 11
Nylife Securities LLC Fairport, NY Jul 2011 - Current 12
New York Life Insurance Fairport, NY Aug 2010 - Current 13
Ithaca College Ithaca, NY Jan 2009 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2011
S66 NASAA Uniform Combined State Law Examination Jun 2012
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Lucas C. Herrington
Phone Number: (888) 695-3245
Registered State(s):
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    20,358
    MILLIONS
  • Total Number of Accounts
    95,287
    ACCOUNTS
  • Average Account Value
    $213,647
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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