Linwood Broussard
Linwood Broussard is a registered investment advisor at Eagle Strategies LLC, based in Lafayette, LA, with 42 years of industry experience. Linwood operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 111,361 clients with $25B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Eagle Strategies offers investment advice through several programs:
- Co-Advisory Program: Eagle's fees range from 0% to 1.25% of your portfolio, in addition to the co-advisor's fees.
- New York Life Premier Advisory Variable Annuity: Eagle's advisory fee ranges from 0% to 1% of the annuity's value during the accumulation phase. This fee does not apply during the annuitization phase.
Location
701 Vincent Road Oad, Lafayette, LA, 70508
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2019Customer Dispute
November 2010Other Business ActivitiesSells Insurance
Linwood is an investment advisor representative and an insurance broker appointed with various outside insurance carriers to broker non-registered insurance products. He also serves as treasurer for the Rotary District 6200 Foundation, spending minimal time on this role.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations20 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.