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Timothy Hebert

Advisor at Eagle Strategies (NY Life)

Updated today

Location

Morgan City, LA 70380

Credentials

Series 63, Series 65

Industry experience

29 years

About

Timothy Hebert is a financial advisor with Eagle Strategies (NY Life) in Morgan City, LA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked with New York Life Insurance Company and NYLIFE Securities Inc. since 1996. Outside of his advisory role, he serves as an officer and Sergeant at Arms on the local Rotary Board. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios rather than discretionary mandates.

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 income strategy Retirement plans for business owners (SEP, solo 401k) Annuities

Occupation focus

Based on Eagle Strategies (NY Life)

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 0.80% annually for Eagle Retirement Plan Consulting Program (CP), fees may be tiered based on asset levels $0+: 0.05% to 0.80% annually for ERISA Investment Manager Program (EIMP), fees may be tiered based on asset levels $0+: 0% to 1.25% annually for Co-Advisory Program (fees are negotiable and charged in addition to Co-Adviser fees) $25,000+: 0% to 1.00% annually for New York Life Premier Advisory Variable Annuity (Advisory VA), fee applies only during accumulation phase

Commissions

IARs receive commissions for insurance, annuities (except Advisory VA), and securities products sold as registered representatives or insurance agents, in addition to advisory fees

Project-based

Hourly fee for advice generally ranges from $100 to $400 per hour, engagements typically not exceeding 12 hours

Subscriptions

Ongoing Subscription Agreement for financial planning services with fees agreed for up to five years, paid annually, monthly or quarterly

Other

Account minimum: $25,000 for the New York Life Premier Advisory Variable Annuity; no minimum for other advisory programs though some third-party managers or co-advisers may have minimums which can be waived or negotiated Minimum fee: Financial planning fees generally range from $500 to $45,000 per plan; financial seminar fees generally range from $35 to $200 per attendee; hourly advice fees generally range from $100 to $400 per hour Fee-only: Financial planning fees, fee-based hourly advice, and financial seminar fees as noted under minimum_fee

Location

1201 Brashear Avenue, 4 Th Fl, Rms 441 443

Morgan City, LA 70380

Most active in

Louisiana · Texas

Work history

New York Life Ins. Co.

1996 - Present (30 years)

Nylife Securities Inc.

1996 - Present (30 years)

Disclosures

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

Business activities & affiliations

user avatar

Lauren H

PFS™, Series 66

Morgan City, LA

Cetera

Lauren Hebert is a financial advisor with Cetera who holds the PFS™ designation and Series 66 license, and has 19 years of industry experience. She has worked at firms including Avantax Advisory Services and 1st Global Advisors. Outside of her advisory work, Hebert serves on the Accounting Advisory Board at Nicholls State University and manages a crafts business, Sugar Sham Boutique, LLC. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors, offering portfolio management, financial planning, and fiduciary solutions with a combination of advisor-managed accounts, model portfolios, and third-party managed options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
user avatar

John A

PFS™, Series 66

Morgan City, LA

Cetera

John Armato is a financial advisor with Cetera, holding the PFS™ designation and Series 66 license, and has 19 years of industry experience. His prior work includes roles at Avantax Investment Services and 1st Global Advisors, as well as a long-standing position with the CPA firm Darnall, Sikes & Frederick, where he is a shareholder. Outside of advisory work, he is involved in various real estate ventures and serves as a trustee for multiple trusts. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management and fiduciary services, combining advisor-managed accounts, model portfolios, and third-party solutions with integrated retirement and trust capabilities.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
user avatar

Claire R

PFS™

Morgan City, LA

Cetera

Claire Reiners is a financial advisor at Cetera with the PFS™ designation and two years of industry experience. She has worked at Darnall Sikes Wealth Partners, Avantax Advisory Services, and has been a manager at Darnall, Sikes & Frederick CPAs since 2013. Outside of her advisory roles, she serves as treasurer for the Louisiana Shrimp and Petroleum Festival and Fair Association and is a board member of the Morgan City Rotary Club. Cetera Investment Advisers supports a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a broad network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining discretionary and non-discretionary solutions with access to multiple program structures and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
user avatar

Robert M

CFP®, Series 63

Morgan City, LA

Cetera

Robert Marcell is a CFP®-certified financial advisor with 35 years of industry experience, currently with Avantax Planning Partners, Inc. in Morgan City, LA. He has held various roles within Avantax and affiliated firms since 2011 and is also a financial advisor at Darnall Sikes Wealth Partners, LLC. Outside of advisory work, he serves as secretary for both DIV-TECH Supply, Inc., a payroll service company, and Mako Partnership. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm employs model-based style allocation strategies and discretionary portfolio management, supported by an Investment Advisory Committee and tax-intelligent overlays, and operates within a larger corporate group that includes broker-dealer and insurance affiliates.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement

Jakob D

Series 66

Morgan City, LA

Edward Jones

Jakob Dworaczyk is a Series 66-licensed financial advisor with 15 years of industry experience. He has been with Edward Jones since 2017 and previously worked at iBeria Financial Services from 2010 to 2017. Jakob is based in Morgan City, Louisiana. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory and investment strategies supported by a large national network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Cory A

Series 66

Morgan City, LA

Edward Jones

Cory Adams is a financial advisor with Edward Jones in Morgan City, LA, holding a Series 66 designation and seven years of industry experience. He worked at Hassell Wealth Management from 2014 to 2018 before joining Edward Jones in 2018. Outside of his advisory role, he manages Adams Management LLC, a rental property management business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory services. The firm operates a large national network of advisors and offers discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General estate planning guidance Business ownership considerations Founder/Business Owner
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