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Terry Judge

Advisor at Eagle Strategies (NY Life)

Updated today

Location

Little Rock, AR 72211

Credentials

Series 63, Series 65

Industry experience

8 years

About

Terry Judge is a financial advisor with Eagle Strategies (NY Life) in Little Rock, AR, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. Prior to joining Eagle Strategies, Judge worked with New York Life and its affiliated entities for several years. Outside the financial sector, Judge was involved with French Riviera Fitness from 2016 to 2018. Eagle Strategies LLC serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services. The firm operates through a large network of advisors and emphasizes client-directed solutions using third-party managers and model portfolios.

Client services

Based on Eagle Strategies (NY Life)

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Eagle Strategies (NY Life)

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities

Occupation focus

Based on Eagle Strategies (NY Life)

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 0.80% annually for Eagle Retirement Plan Consulting Program (CP), fees may be tiered based on asset levels $0+: 0.05% to 0.80% annually for ERISA Investment Manager Program (EIMP), fees may be tiered based on asset levels $0+: 0% to 1.25% annually for Co-Advisory Program (fees are negotiable and charged in addition to Co-Adviser fees) $25,000+: 0% to 1.00% annually for New York Life Premier Advisory Variable Annuity (Advisory VA), fee applies only during accumulation phase

Commissions

IARs receive commissions for insurance, annuities (except Advisory VA), and securities products sold as registered representatives or insurance agents, in addition to advisory fees

Project-based

Hourly fee for advice generally ranges from $100 to $400 per hour, engagements typically not exceeding 12 hours

Subscriptions

Ongoing Subscription Agreement for financial planning services with fees agreed for up to five years, paid annually, monthly or quarterly

Other

Account minimum: $25,000 for the New York Life Premier Advisory Variable Annuity; no minimum for other advisory programs though some third-party managers or co-advisers may have minimums which can be waived or negotiated Minimum fee: Financial planning fees generally range from $500 to $45,000 per plan; financial seminar fees generally range from $35 to $200 per attendee; hourly advice fees generally range from $100 to $400 per hour Fee-only: Financial planning fees, fee-based hourly advice, and financial seminar fees as noted under minimum_fee

Location

13501 Chenal Pkwy, Suite 200

Little Rock, AR 72211

Most active in

New York

Work history

Eagle Strategies (NY Life)

2025 - Present (1 year)

NYLife Securities LLC

2025 - Present (1 year)

New York Life Insurance Co.

2025 - Present (1 year)

New York Life

2020 - 2025 (5 years)

NYLIFE Securities LLC

2017 - 2020 (3 years)

New York Life Insurance Co.

2017 - 2020 (3 years)

French Riviera Fitness

2016 - 2018 (2 years)

Homemaker

2016 - 2017 (1 year)

Homemaker

2014 - 2017 (3 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Will H

CFP®

Little Rock, AR

Sound Capital

Will founded Sound Capital in 2019, after more than 7 years in the wealth management industry. Prior to launching Sound Capital, he spent one year advising military families at the Little Rock Air Force Base and 6 years working as a Financial Consultant at Stephens Inc. He earned a Bachelor of Science in Finance and General Business from the University of Arkansas in Fayetteville and his Master of Business Administration from the University of Arkansas in Little Rock. He holds the designation of Certified Financial Planner (CFP®). Will is an Arkansas native who enjoys spending time with his wife, Liz, and their daughters, Finley and Jemma. You can typically find Will at the zoo, Museum of Discovery, or a park with his family. He enjoys going out to eat, watching movies, and traveling on those rare occasions away from his kids. “I enjoy working with people and trying to make their lives better. I want my clients to know that they are an extension of my family. I am grateful that they have asked me to grow with them, not only financially but personally and professionally. ”

Wealth management Doctor or Medical Professional Military & Veterans Gen Y/Millennials (Born 1980-1995)
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Eric S

CFA®

Alexander, AR

Summerhill & Co., LLC

Eric Summerhill is a CFA® charterholder with seven years of industry experience. He is the sole advisor at Summerhill & Co., LLC and previously worked at The Stephens Group, LLC for 11 years. In addition to his advisory role, Summerhill provides accounting, tax, consulting, and advisory services as a CPA under the same business name. Summerhill & Co., LLC serves individual investors and their retirement accounts, managing approximately $4.0 million in client assets. The firm offers discretionary and non-discretionary portfolio management, financial planning, and investment recommendations, utilizing up to 15 proprietary model portfolios focused on valuation-based analysis tailored to client goals and risk tolerance.

Passive / index investing
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Eric S

Series 66

Little Rock, AR

Stoffel Financial Advisor's, LLC

Eric Stoffel is a financial advisor with LPL Financial in Little Rock, AR, holding a Series 66 designation and 19 years of industry experience. He has operated Stoffel Financial Advisors, LLC since 2018, providing financial planning and consulting services as an independent registered investment advisor. Prior to that, he worked with GenWealth Financial Advisors from 2011 to 2018 and has been with LPL Financial since 2011. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a variety of advisory and brokerage services supported by an in-house research team that develops model portfolios and strategic investment solutions, enabling advisors to tailor services according to client needs.

Retirement income strategy Annuities Real estate investing Approaching retirement
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Kevin D

Series 65

Little Rock, AR

Daniel Financial Group, Inc.

Kevin Daniel is a financial advisor with Insight Folios and holds a Series 65 designation. He has 15 years of industry experience and has worked at Daniel Financial Group, Inc. since 2009 in addition to his role at Insight Folios. Insight Folios provides portfolio management and financial planning services primarily to individual and high-net-worth clients, while also offering ERISA plan consulting and serving as a sub-adviser to other registered investment adviser firms. The firm uses a team-of-advisers approach combined with proprietary planning software and artificial intelligence tools to support its discretionary account management.

General retirement planning
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Roy S

CFP®, Series 63, Series 66

Little Rock, AR

Crosscurrent Wealthmanagement, LLC

Roy Stephens is a CFP® with 23 years of industry experience and is the principal advisor at Crosscurrent Wealthmanagement, LLC in Little Rock, AR. He has led the firm since 2010. In addition to his advisory role, he works as a senior business broker and holds credentials as a Master Tax Advisor and Enrolled Agent, with prior experience in real estate and broker-dealer activities. Crosscurrent WealthManagement provides discretionary portfolio management and financial planning to individuals, trusts, corporations, and foundations. The firm emphasizes ETFs and individual equities for growth, and bonds or CDs for income, managing accounts on a discretionary basis with adjustments made according to market conditions.

General retirement planning Income planning
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Elijah C

Series 63, Series 65

Little Rock, AR

Valuepoint Partners, Inc.

Elijah Cunningham is a financial advisor at Valuepoint Partners, Inc. in Little Rock, Arkansas, holding Series 63 and Series 65 credentials with 30 years of industry experience. He has been with Valuepoint Partners since 1994. Valuepoint Partners, Inc. is a small, state-registered, fee-only investment adviser managing approximately $15.4 million for a limited client base including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, foundations, corporations, and other advisers. The firm employs a value-driven, contrarian investment approach across multiple separate-account strategies, emphasizing mispriced or overlooked opportunities and often utilizing convertible securities and yield-oriented instruments as alternatives to traditional fixed income.

Active portfolio management
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