Raymond Leroy Lemke

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

• 04/1978 → Present
  New York Life Insurance Company
  Eugene, OR
• 12/1982 → Present
  Nylife Securities Inc.
  Salem, OR

Other Businesses

[INSURANCE BROKERING; APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; COMMISSIONS; INSURANCE RELATED] INVESTMENT ADVISER REGISTERED WITH EAGLE STRATEGIES LLC [Bethesda Church Foundation Board; Board of directors for the foundation.; 4445 Royal Ave Eugene, Oregon 97402; Start Date 01/2023; Role/Title: Board Member; Not Investment Related; 8 hours per month; 0 hours per month during securities trading hours; Discuss asset allocations of the portfolio. ]

Exams

• S63 Uniform Securities Agent State Law Examination
  2007-04-04
• S65 Uniform Investment Adviser Law Examination
  2005-12-20