Kory Lamar Yoder
Investment adviser representative at Eagle Strategies LLC
10 yearsExperience
1 stateRegistered in
$32BFirm assets
37 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Independence High SchoolAug 2025 to now
- Eagle Strategies LLCApr 2024 to now
- Nylife Securities LLCFeb 2024 to now
- Clovis East High SchoolAug 2023 to now
- Falcon Financial & Insurance Solutions, Inc.Jun 2023 to now
- Me-n-ed's PizzeriaSep 2021 to Jun 2023
- California State University, FresnoAug 2020 to May 2023
- Brandt FarmsMay 2020 to Aug 2020
- Clovis Unified School DistrictMar 2017 to Jun 2017
- Clovis East High SchoolAug 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
Eagle Strategies LLC
$32BAssets managed
133,900Clients
2,495Advisers
37 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7770681
- Firm CRD
- 110826