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Delickson Souffrant

Advisor at Eagle Strategies (NY Life)

Updated today

Location

Chiefland, FL 32626

Credentials

Series 63, Series 65

Industry experience

1 year

About

Delickson Souffrant is a financial advisor with Eagle Strategies (NY Life) in Chiefland, FL, holding Series 63 and Series 65 licenses and having one year of industry experience. His prior work includes roles at NYLIFE Securities LLC, New York Life, The InterMed, and Bank of America. Outside of his advisory role, he volunteers as a youth leader at Release City Church, providing weekly Bible study sessions. Eagle Strategies LLC serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients with financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, operating as an indirect subsidiary of New York Life with approximately $25.4 billion in regulatory assets under management.

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

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

2469 N Young Blvd

Chiefland, FL 32626

Most active in

Florida

Work history

Eagle Strategies (NY Life)

2025 - Present (1 year)

NYLIFE Securities LLC

2024 - Present (2 years)

New York Life

2024 - Present (2 years)

The InterMed

2023 - 2024 (1 year)

Bank of America

2021 - 2023 (2 years)

Drummond Bank

2021 - 2021 (1 year)

FSU

2020 - 2021 (1 year)

G4S Solutions

2019 - 2020 (1 year)

PBSC

2018 - 2019 (1 year)

Wendys

2016 - 2018 (2 years)

Boynton Beach High school

2013 - 2016 (3 years)

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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Chiefland, FL

Griffis Asset Management Company, LLC

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Chiefland, FL

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Active portfolio management Options & derivatives strategies
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General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired

Ashlyn B

Series 66

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Edward Jones

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Military & Veterans
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Adam W

Series 66

Newberry, FL

Raymond James Financial

Adam Walker is a financial advisor at Raymond James Financial Services Advisors, Inc. with two years of industry experience. He holds a Series 66 designation and previously worked for Sanofi for ten years. He is also involved with Greg Smith, LLC, a non-investment-related support company based in Newberry, FL. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension plans, charitable organizations, corporations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting through various advisory programs and an extensive affiliate network.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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