Timothy Thomas
Timothy Thomas is a registered investment advisor at Eagle Strategies LLC, based in Metairie, LA, with 27 years of industry experience. Timothy 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
3333 W Napoleon Ave, Suite 200, Metairie, LA, 70001
Get directionsHistory
Regulatory History (2)
Criminal
May 2002Regulatory
February 2002Other Business ActivitiesSells Insurance
Timothy brokers non-registered insurance products with various carriers and sells New York Life products and services through Thomas Financial Group, LLC. He also has several real estate and consulting activities, including family-owned rental properties and consulting work with NYL agents.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
Eagle Strategies CORP
UBS Painewebber INC.
UBS Painewebber INC.Broker
Royal Alliance Associates, INC.Broker
State Registrations19 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.