Kelly Walgamotte
Kelly Walgamotte is a registered investment advisor at Eagle Strategies LLC, based in Mandeville, LA, with 7 years of industry experience. Kelly 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
830 W Causeway Approach, Suite 1100, Mandeville, LA, 70471
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kelly works as an insurance broker, appointed with outside carriers for non-registered products, dedicating minimal time to this activity. Kelly is also a board member and treasurer for St. Tammy Council on the Ageing Inc, spending a few hours per week reviewing financial statements and signing checks; she also has several dormant LLCs.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Nylife Securities LLCBroker
Northwestern Mutual Investment Services, LLCBroker
Thrivent Investment Management INC.Broker
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.