Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
ChFC®, Series 63, Series 65
Experience Industry experience
33 years
Location
Johnston, SC 29832
Eagle Strategies (NY Life)
Enterprise
Thomas Herlong Sr. is a ChFC® with 33 years of experience in the financial services industry. He is affiliated with Eagle Strategies (NY Life) and has held roles at The Herlong Financial Group LLC and Herlong & Doran Financial Group, LLC. Outside of his advisory work, he serves as Chairman of the Finance Committee at Harmony United Methodist Church and holds board positions with the Aiken Symphony Orchestra and the Ridge Healthcare Foundation, among other community roles. Eagle Strategies serves a diverse client base including individual investors and institutional plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and operates primarily on a non-discretionary basis within an integrated New York Life affiliate structure.
Based on Eagle Strategies (NY Life)
Based on Eagle Strategies (NY Life)
One-time seminar fees generally range from $35 to $200 per attendee
$0+: 0% to 1.25% (for Co-Advisory Program, fees to Eagle are negotiable and range from 0% to 1.25%) 0+: Up to 0.80% of plan assets or up to $100,000 flat amount (for Eagle Retirement Plan Consulting Program; fees are negotiable and may be tiered) 0+: 0.05% to 0.80% of plan assets or up to $100,000 flat amount (for ERISA Investment Manager Program; fees are negotiable and may be tiered) $0+: 0% to 1% of Accumulation Value (for New York Life Premier Advisory Variable Annuity; advisory fee payable to Eagle)
Fee-based hourly advice ranges from $100 to $400 per hour
Ongoing Subscription Agreement for financial plans with fees agreed for five years, payable annually, monthly or quarterly
Account minimum: $25,000 (for New York Life Premier Advisory Variable Annuity) with no minimums clearly stated for other programs; some third-party managers and co-advisers may have minimums, which can be waived or charged additional fees if below minimums Minimum fee: Financial planning fees generally range from $500 to $45,000 per plan Fee-only: Financial planning fees ranging from $500 to $45,000 and fee-based hourly advice generally $100 to $400 per hour
Johnston, SC
424 Calhoun Street
Johnston SC 29832
Advisors at this office
1
North Carolina · South Carolina
33 years of industry experience
The Herlong Financial Group LLC
2023 - Present • 3 years
Johnston, SC
Herlong & Doran Financial Group, LLC
2014 - 2023 • 9 years
Johnston, SC
Eagle Strategies (NY Life)
2011 - Present • 15 years
Johnston, SC
Nylife Securities Inc.
1993 - Present • 33 years
Charlotte, NC
New York Life Insurance Company
1993 - Present • 33 years
Charlotte, NC
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
A client's investment-related complaint, arbitration or lawsuit, including ones that were denied, withdrawn or settled.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Ridge Spring, SC
Empower Advisory Group
Gregory Ruoss is a financial advisor at Empower Advisory Group with Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Empower, he worked at Wells Fargo Clearing and served nine years in the United States Marine Corps. Outside of finance, he co-owns an equestrian tack cleaning and preservation business. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.
Series 63, Series 65
Saluda, SC
First Citizens Investor Services, Inc.
Gina Rogers is a financial advisor at First Citizens Investor Services, Inc. with 2 years of industry experience. She holds Series 63 and Series 65 designations and has worked at First Citizens Bank since 2019, with prior experience at SunTrust Bank and Saluda County School District One. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses, offering portfolio management, wrap programs, and financial planning through a client-centered approach that incorporates fundamental, quantitative, and technical analysis.
CFP®, Series 66
Johnston, SC
Edward Jones
Dana Fletcher is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, Fletcher worked at Rodan+Fields and Benefitfocus. Outside of financial advising, Fletcher co-owns a small horse sanctuary and provides one-to-one and group tutoring for CFP applicants. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over 23,700 advisors nationwide and approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment solutions and operates under a fiduciary standard.
Series 63, Series 66
Saluda, SC
LPL Financial
Robert Davis Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and with 36 years of industry experience. He has worked at LPL Financial since 2009 and previously at Morgan Keegan & Company, LLC. Outside of his advisory work, he owns a cattle ranch, dedicating a portion of his time to this activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and institutional platforms, and supports advisors with model portfolios, third-party subadvisors, and various investment strategies.
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