Brandon Mclemore

Employer firm

Eagle Strategies LLC CRD 110826

$32.0B regulatory AUM 6,662 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2019 → Present
  New York Life Insurance Co.
  Fort Wayne, IN
• 10/2019 → Present
  Nylife Securities, Llc
  Fort Wayne, IN
• 05/2013 → 08/2019
  Fc Hawks
  Park Ridge, IL
• 11/2022 → Present
  Mclemore Financial Strategies, Llc
  Elkhart, IN
• 11/2023 → Present
  Eagle Strategies Llc
  Elkhart, IN

Other Businesses

[Fast Academy LLC;8219 W Summerdale Ave Chicago IL;04/2018;Consultant;0 hours per month; o ours during trading hours] [Elkhart Christian Academy; Assistant boys varsity soccer coach; 25943 Co Rd 22, Elkhart, IN 46517; Start Date 08/2019; Role/Title: Volunteer; Not Investment Related; 32 hours per month; 0 hours per month during securities trading hours] [Elkhart County United; Youth soccer club; PO Box 1366 Elkhart IN 46515; Start Date 03/2020; Role/Title: Employee; Not Investment Related; 10 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF McLemore Financial Strategies, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; Elkhart, IN; START DATE: 11/2022] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 21797 Omega Ct, Goshen, IN 46528; Start Date 11/2023; Role/Title: Insurance Broker; Investment Related; 2 hours per month; 2 hours per month during securities trading hours; This would allow me to show clients more than 1 insurance company which will establish more trust in me as a fiduciary.] [AABG Properties LLC ; This is a property rental company. AABG Properties LLC is the rental/operations, but does not own the property. ; 23319 Shorelane, Elkhart IN 46514; Start Date 07/2023; Role/Title: Owner; Investment Related; 1 hours per month; 0 hours per month during securities trading hours][Humane Society of Elkhart County (HSEC); Animal humane society. ; 54687 Co Rd 19, Bristol, IN 46507; Start Date 11/2024; Role/Title: Board Member; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours; advisory board]

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-11-14
• S63 Uniform Securities Agent State Law Examination
  2020-05-19