Samuel Hebert
Samuel Hebert is a registered investment advisor at Eagle Strategies LLC, based in Lake Charles, LA, with 30 years of industry experience. Samuel 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
790 East Bayou Pines Drive, Lake Charles, LA, 70601
Get directionsHistory
Regulatory History (7)
Customer Dispute
January 2016Customer Dispute
November 2015Customer Dispute
February 2015Customer Dispute
January 2015Customer Dispute
September 2014Customer Dispute
October 2010Customer Dispute
February 2001Other Business ActivitiesSells Insurance
Samuel operates under the DBA Sam Hebert Financial Group, selling New York Life products and brokering non-registered insurance products. He also owns 790 Bayou Pines East, LLC, which holds his insurance business for liability purposes, taking nearly full-time hours, including a significant portion during securities trading hours.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations16 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.