Shreveport, LA Texas St Office

Team
Updated today

Client AUM

$31,248,885,097

Clients

132,722

Advisors

2

Of 2,484 advisors across 960 offices

Location

624 Texas St, Suite 102

Shreveport LA 71101

Advisors at this office

2

Advisors at this office

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Timothy F

Series 63

Shreveport, LA

Eagle Strategies (NY Life)

Timothy Fitzgerald is a financial advisor with Eagle Strategies (NY Life) based in Shreveport, LA, holding a Series 63 designation and over 40 years of industry experience. He has worked with New York Life and its affiliates since 1985 and operates his own insurance brokerage, TFG Financial, LLC. Outside of his advisory practice, he serves as a board member for the Shreveport Youth Boxing Club, a nonprofit organization supporting inner-city youth through boxing. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers various program types and focuses on tailoring recommendations to client objectives, with the majority of assets managed on a non-discretionary basis.

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

Series 66

Shreveport, LA

Eagle Strategies (NY Life)

Warren Bradley is a financial advisor with Eagle Strategies (NY Life) in Shreveport, LA, holding a Series 66 designation and having 12 years of industry experience. He has worked at Eagle Strategies since 2022 and has been affiliated with NYLIFE Securities LLC and TFG Financial, LLC for over a decade. Outside of his advisory roles, he serves as a board member at Southfield School, contributing to policy and decision-making. Eagle Strategies serves a wide range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

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