John Keene
John Keene is a registered investment advisor at Eagle Strategies LLC, based in Honolulu, HI, with 6 years of industry experience. John 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
733 Bishop Street, Suite 2200 & 2150, Honolulu, HI, 96813
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2023Other Business ActivitiesSells Insurance
John is a board member for Family Programs Hawaii, a non-profit organization, and spends minimal time on this. He also brokers non-registered insurance products and operates under the DBA name of Keene Financial Group, LLC, selling New York Life products and services, and is a passive shareholder in NYLARC Holding Company Inc.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations17 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.