Richard Harville
Richard Harville is a ChFC-designated registered investment advisor at Eagle Strategies LLC, based in Bossier City, LA, with 35 years of industry experience. Richard 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
Bossier City, LA
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2023Other Business ActivitiesSells Insurance
Richard works as an insurance broker, appointed with outside insurance carriers to broker non-registered insurance products. Richard also owns Harville Rental Property LLC, spending minimal time on maintenance.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations3 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.