George Stark
George Stark is a registered investment advisor at Eagle Strategies LLC, based in Lake Charles, LA, with 33 years of industry experience. George 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
3105 Lake Street, Lake Charles, LA, 70601
Get directionsHistory
Regulatory History (3)
Customer Dispute
January 2011Customer Dispute
January 2002Customer Dispute
August 2001Other Business ActivitiesSells Insurance
George is an insurance broker selling fixed annuities. He is also an IAR affiliated with Eagle Strategies LLC.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations7 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.