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Lawrence James Cabirac

Advisor at Eagle Strategies (NY Life) — Houma, LA Martin Luther King Blvd

Updated today

Credentials

Series 63, Series 65

Experience

2 years

Location

Houma, LA 70360

Eagle Strategies (NY Life) logo

Eagle Strategies (NY Life)

Enterprise

Total advisors

2,529

Across 963 offices

Clients per advisor

53 Typical

Avg AUM per client

$235,446 Low

HNW client ratio

20% Typical

About

Lawrence Cabirac is a financial advisor with Eagle Strategies (NY Life) based in Houma, Louisiana, holding Series 63 and Series 65 licenses and having two years of industry experience. He previously worked at Knights of Columbus Asset Advisors LLC and KOFC and has a longstanding background outside finance with over 26 years in hardware retail. Cabirac serves as a board member for Bags of Hope, a nonprofit organization. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated advisers. The firm offers multiple advisory programs and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis.

Client services

Based on Eagle Strategies (NY Life)

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Eagle Strategies (NY Life)

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy

Occupation focus

Based on Eagle Strategies (NY Life)

Founder/Business Owner Executive

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Fee options

Fixed

One-time seminar fees generally range from $35 to $200 per attendee

Percentage

$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)

Project-based

Fee-based hourly advice ranges from $100 to $400 per hour

Subscriptions

Ongoing Subscription Agreement for financial plans with fees agreed for five years, payable annually, monthly or quarterly

Other

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

Location

See office

Houma, LA Martin Luther King Blvd

1785 Martin Luther King Blvd

Houma LA 70360

Advisors at this office

1

Most active in

Louisiana

Work history

2 years of industry experience

Eagle Strategies (NY Life)

2025 - Present • 1 year

New Orleans, LA

New York Life Insurance co

2025 - Present • 1 year

New Orleans, LA

NYLIFE Securities llc.

2025 - Present • 1 year

New Orleans, LA

Knights of Columbus Asset Advisors LLC

2022 - 2025 • 3 years

Houma, LA

KOFC

2021 - 2025 • 4 years

New Haven, CT

KIEF HARDWARE

1995 - 2021 • 26 years

Cut Off, LA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Jona H

Series 63, Series 65

Thibodaux, LA

The Archer Consulting Group, LLC

Jona Husbands is a financial advisor with The Archer Consulting Group, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with The Archer Consulting Group since 2011. The Archer Consulting Group serves individuals, including high-net-worth clients, as well as corporate pension and profit-sharing plans, foundations, endowments, and trusts. The firm employs a scientific, systematic investment process under fiduciary standards, offering customized investment policy statements and discretionary portfolio management primarily through a wrap fee program.

Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance
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Mary Lucy B

CFP®, Series 65

Houma, LA

Hassell Wealth Management

Mary Lucy Bergeron is a CFP®-certified financial advisor at Hassell Wealth Management with two years of industry experience. She previously worked at Carr Riggs & Ingram and OneDigital Investment Advisers and held roles at Kansas State University of Financial Services. Hassell Wealth Management is an SEC-registered advisory team that provides discretionary portfolio management, financial planning, and retirement-plan services to individuals, families, businesses, and retirement plans. The firm manages approximately $387 million for around 414 clients, applying modern portfolio theory and fundamental security analysis to construct globally diversified portfolios.

General retirement planning
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John H

ChFC®, Series 63

Houma, LA

Hassell Wealth Management

John Hassell is a ChFC® with 42 years of industry experience. He has been with Hassell Wealth Management since 2018 and previously worked at LPL Financial for 13 years. Outside of his advisory work, he owns a bed and breakfast listed as the Guest House in Gray, Louisiana. Hassell Wealth Management is an SEC-registered advisory team serving individuals, families, businesses, and retirement plans. The firm manages approximately $387 million across diversified portfolios constructed using modern portfolio theory and combines fundamental security analysis with market and economic cycle assessments.

General retirement planning
user avatar

Stephen H

CFP®

Houma, LA

Hassell Wealth Management

Stephen Hassell is a CFP® professional with nine years of industry experience. He has worked at Hassell Wealth Management since 2018 and previously spent ten years at LPL Financial, LLC. Hassell Wealth Management is a five-advisor SEC-registered team based in Houma, LA, serving individuals, families, businesses, and retirement plans. The firm manages approximately $387 million using modern portfolio theory and fundamental security analysis to create globally diversified discretionary portfolios.

General retirement planning
user avatar

Alexandra H

CFP®, Series 63

Houma, LA

Hassell Wealth Management

Alexandra Hassell is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Hassell Wealth Management since 2018. Prior to joining her current firm, she spent five years with LPL Financial, LLC. Hassell Wealth Management is an SEC-registered advisory team managing approximately $387 million for about 414 clients, including individuals, families, businesses, and retirement plans. The firm utilizes principles of modern portfolio theory combined with fundamental security analysis and economic-cycle assessment to construct globally diversified portfolios managed on a discretionary basis.

General retirement planning
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Katherine H

CFP®, Series 63, Series 65

Houma, LA

Hassell Wealth Management

Katherine Hebert is a CFP® with 12 years of industry experience, currently serving as an advisor at Hassell Wealth Management since 2020. Prior to this, she worked at Hancock/Whitney Bank and Hancock/Whitney Investment Services, Inc. from 2017 to 2020, and at Foresters Financial Services from 2016 to 2017. Hassell Wealth Management is a five-advisor SEC-registered team that provides discretionary portfolio management, financial planning, and retirement-plan services to individuals, families, businesses, and retirement plans. The firm manages approximately $387 million for around 414 clients, using modern portfolio theory and a combination of fundamental and market-trend analysis to create globally diversified portfolios.

General retirement planning
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