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George Stark Jr.

Advisor at Eagle Strategies (NY Life)

Updated today

Location

Lake Charles, LA 70601

Credentials

Series 63, Series 66

Industry experience

33 years

About

George Stark Jr. is a financial advisor with Eagle Strategies (NY Life) based in Lake Charles, LA, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been affiliated with Nylife Securities Inc. and New York Life Insurance Company since 1992. In addition to his advisory role, he works as an insurance broker selling fixed annuities. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and the use of third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.

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

3105 Lake Street

Lake Charles, LA 70601

Most active in

Louisiana

Work history

Nylife Securities Inc.

1992 - Present (34 years)

New York Life Ins Co.

1992 - Present (34 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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General retirement planning
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CFP®, CFA®, Series 66

Lake Charles, LA

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Active portfolio management Cash flow / budgeting Founder/Business Owner Executive
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Lake Charles, LA

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Lake Charles, LA

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Active portfolio management Cash flow / budgeting Founder/Business Owner Executive
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James S

Series 65

Lake Charles, LA

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James Stephenson is a Series 65-licensed financial advisor with five years of industry experience. He has worked at Chelsea Advisory Services, Inc. since 2021 and previously held roles at J.W. Cole Advisors, Inc. and Stine Financial. Outside of his advisory role, he operates Stephenson Tax Group, a separate tax-related business. Chelsea Advisory Services provides financial planning, investment advisory, and consulting services to individuals, trusts, and some corporate clients. The firm follows a fundamental, long-term investment approach, managing diversified portfolios primarily on a discretionary basis and emphasizing integration with an affiliated broker-dealer and custody platform.

Wealth management
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Ashley N

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Lake Charles, LA

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Ashley Navarre is a financial advisor with Centaurus Financial, Inc. in Lake Charles, LA, holding a Series 66 designation and six years of industry experience. She previously worked at Edward Jones from 2017 to 2021. Outside of her advisory role, she programs workouts at CrossFit Lake Charles, a gym she has been involved with since 2009. Centaurus Financial, Inc. provides advisory services through a network of independent representatives to individuals, families, businesses, and institutions, offering financial planning, investment management, and access to third-party money managers.

Income planning Social Security optimization College savings (529s, UTMA, etc.) Founder/Business Owner Retired
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