Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
16 years
Location
Larose, LA 70373
Eagle Strategies (NY Life)
Enterprise
Sydney Hale is a financial advisor with Eagle Strategies (NY Life) in Larose, LA, holding a Series 66 designation and 16 years of industry experience. She has been associated with Eagle Strategies and related entities since 2012 and has worked with Emerald Wealth Partners LLC and Triche/Doverspike Financial Group, Inc. since 2024 and 2013, respectively. Hale serves as a board member of the New Orleans Estate Planning Council. Eagle Strategies serves a diverse client base including individuals, defined contribution and benefit plans, and corporate and charitable clients, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice and solutions through multiple program types, emphasizing strategies aligned with client goals and fiduciary responsibilities, with the majority of assets managed on a non-discretionary basis.
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
Larose, LA
13343 W Main Street
Larose LA 70373
Advisors at this office
2
Alabama · Louisiana · Texas
16 years of industry experience
Emerald Wealth Partners LLC
2024 - Present • 2 years
Fairhope, AL
Triche/Doverspike Financial Group, Inc.
2013 - Present • 13 years
Larose, LA
Eagle Strategies (NY Life)
2012 - Present • 14 years
New Orleans, LA
Nylife Securities LLC
2012 - Present • 14 years
New Orleans, LA
New York Life Insurance Co.
2012 - Present • 14 years
New Orleans, LA
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 66
Bourg, LA
Mutual Advisors, LLC
Troy Domangue is a financial advisor with Mutual Advisors, LLC, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. Outside of finance, he is a professional singer and musician performing locally. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion through 123 advisors, serving individuals, institutional investors, trusts, and retirement plans. The firm offers a range of services including asset management and financial consulting, employing both passive and active investment strategies tailored to client objectives.
Series 63, Series 65
Larose, LA
Advisor Resource Council
Kenneth Lemoine is a financial advisor with Advisor Resource Council, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked at LPL Financial since 2015 and currently leads Lemoine Wealth Management LLC. Outside of his advisory roles, he is involved in insurance services and owns an insurance agency. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by offering asset management, financial planning, and retirement plan consulting. The firm employs actively managed strategies incorporating artificial intelligence tools alongside traditional analysis, providing discretionary and nondiscretionary portfolio management through a network of investment adviser representatives.
Series 65
Larose, LA
Advisor Resource Council
Payton Lemoine is a financial advisor with Advisor Resource Council, holding a Series 65 credential and beginning his advisory career in 2025. His prior experience includes roles at Riverlands Insurance Services, Inc. and CRC Insurance Services, as well as a six-year period at Louisiana State University. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, offering asset management, financial planning, and consulting services through a network of Investment Adviser Representatives. The firm utilizes AI-driven model portfolios combined with fundamental analysis and coordinates estate-planning document preparation through independent attorneys.
Series 63, Series 65
Larose, LA
Eagle Strategies (NY Life)
Jack Doverspike is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 65 licenses and has 39 years of industry experience. He has worked with Triche Doverspike Financial Group, Inc. since 2002 and has been associated with New York Life Insurance Co. and Nylife Securities Inc. since 1986. He owns Marlin Ventures Inc., which owns the building housing his business office. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types and focuses on non-discretionary asset management, with a significant role in advisory services tied to insurance and annuity products.
Series 66
LaRose, LA
Eagle Strategies (NY Life)
Lonny Babin is a financial advisor with Eagle Strategies (NY Life) and holds a Series 66 designation. He has nine years of industry experience and has been with Eagle Strategies since 2017. He also has affiliations with Nylife Securities LLC and New York Life Insurance Co. since 2015. Outside of his advisory role, Babin serves as a board member for the Diocese of Soroti Mission Partnership, which focuses on community development and humanitarian aid in Uganda. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, institutional clients, and plan sponsors. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis within an integrated structure involving insurance products.
Series 66
Raceland, LA
Edward Jones
Crystal Foster is a financial advisor at Edward Jones with 13 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2012. Outside of her advisory role, she pursues chalk painting and collects glass, often refurbishing old furniture. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 financial advisors. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
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