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Credentials
Series 66
Experience Industry experience
7 years
Location
Raymond, WA 98577
Eagle Strategies (NY Life)
Enterprise
David Rockett is a financial advisor with Eagle Strategies (NY Life) in Raymond, Washington, holding a Series 66 designation and seven years of industry experience. He has worked at Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Co. since 2019 and previously held roles at Rognlins, Quigg Brothers Inc., and S.E.A. Construction. Outside of his advisory work, Rockett serves as a board member for the Willapa Community Development Association and the Willapa Harbor Chamber of Commerce and co-owns Rockett Farms LLC, a small tree and cattle farm. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm provides a variety of program types tailored to client objectives and emphasizes non-discretionary asset management, operating within an integrated New York Life affiliate structure.
Based on Eagle Strategies (NY Life)
Based on Eagle Strategies (NY Life)
One-time seminar fees generally range from $35 to $200 per attendee
$0+: 0% to 1.25% (for Co-Advisory Program, fees to Eagle are negotiable and range from 0% to 1.25%) 0+: Up to 0.80% of plan assets or up to $100,000 flat amount (for Eagle Retirement Plan Consulting Program; fees are negotiable and may be tiered) 0+: 0.05% to 0.80% of plan assets or up to $100,000 flat amount (for ERISA Investment Manager Program; fees are negotiable and may be tiered) $0+: 0% to 1% of Accumulation Value (for New York Life Premier Advisory Variable Annuity; advisory fee payable to Eagle)
Fee-based hourly advice ranges from $100 to $400 per hour
Ongoing Subscription Agreement for financial plans with fees agreed for five years, payable annually, monthly or quarterly
Account minimum: $25,000 (for New York Life Premier Advisory Variable Annuity) with no minimums clearly stated for other programs; some third-party managers and co-advisers may have minimums, which can be waived or charged additional fees if below minimums Minimum fee: Financial planning fees generally range from $500 to $45,000 per plan Fee-only: Financial planning fees ranging from $500 to $45,000 and fee-based hourly advice generally $100 to $400 per hour
Raymond, WA
310 6th Street
Raymond WA 98402
Advisors at this office
2
Washington
7 years of industry experience
Rockett & Son, LLC d/b/a Rockett Financial
2019 - Present • 7 years
Raymond, WA
Eagle Strategies (NY Life)
2019 - Present • 7 years
Tacoma, WA
NYLIFE Securities LLC
2019 - Present • 7 years
Tacoma, WA
New York Life Insurance Co.
2019 - Present • 7 years
Tacoma, WA
Rognlins
2017 - 2021 • 4 years
Aberdeen, WA
Quigg Brothers Inc.
2015 - 2017 • 2 years
Aberdeen, WA
S.E.A. Construction
2015 - 2018 • 3 years
Raymond, WA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Raymond, WA
Eagle Strategies (NY Life)
Robert Rockett Jr. is a financial advisor with Eagle Strategies (NY Life) based in Raymond, WA, holding Series 63 and Series 65 designations and 37 years of industry experience. He has worked with Eagle Strategies since 1999 and has operated his own firm, Rockett & Son, LLC d/b/a Rockett Financial, since 2019. Outside of his advisory work, he is involved in insurance brokering and holds ownership interests in timber land through Rockett Adventures, LLC. Eagle Strategies serves a diverse client base that includes individual investors, retirement plans, charitable, and corporate clients. The firm provides a range of advisory services, emphasizing tailored financial planning, investment management, and retirement plan consulting primarily on a non-discretionary basis.
Series 66
Raymond, WA
Edward Jones
Francis Majeski III is a financial advisor with Edward Jones in Raymond, WA, holding a Series 66 credential and 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
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