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Jack Doverspike

Advisor at Eagle Strategies (NY Life)

Updated today

Location

Larose, LA 70373

Credentials

Series 63, Series 65

Industry experience

39 years

About

Jack Doverspike is a financial advisor with Eagle Strategies (New York Life) and holds Series 63 and Series 65 licenses. He has 39 years of industry experience and has been affiliated with New York Life Insurance Co. and Nylife Securities Inc. since 1986. He is the owner of Triche Doverspike Financial Group, Inc., which brokers non-registered insurance products, and also owns Marlin Ventures Inc., a company that owns the building housing his business office. Eagle Strategies LLC serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services through a network of over 2,000 investment adviser representatives. The firm emphasizes client-directed solutions using third-party managers and model portfolios and combines advisory services with affiliated insurance and broker-dealer capabilities as part 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

13343 W Main Street

Larose, LA 70373

Most active in

Louisiana · Texas

Work history

Emerald Wealth Partners LLC

2024 - Present (2 years)

Triche Doverspike Financial Group, Inc.

2002 - Present (24 years)

Nylife Securities Inc.

1986 - Present (40 years)

New York Life Insurance Co

1986 - Present (40 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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Kenneth L

Series 63, Series 65

Larose, LA

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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.

Options & derivatives strategies Active portfolio management Concentrated stock management College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Sydney H

Series 66

Larose, LA

Eagle Strategies (NY Life)

Sydney Hale is a financial advisor with Eagle Strategies (NY Life) based in Fairhope, Alabama, holding a Series 66 designation and 15 years of industry experience. Hale has been affiliated with Eagle Strategies and related New York Life entities since 2012 and operates under the DBA names Triche/Doverspike Financial Group, Inc. and Emerald Wealth Partners LLC. Outside of advisory work, Hale serves as a board member of the New Orleans Estate Planning Council, engaging in event planning and professional networking within the estate planning community. Eagle Strategies LLC serves individuals, retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions and leverages third-party managers and model portfolios rather than firm-controlled discretionary mandates, supported by a network of more than 2,000 investment adviser representatives.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Lonny B

Series 66

La Rose, LA

Eagle Strategies (NY Life)

Lonny Babin is a financial advisor with Eagle Strategies (NY Life) who holds a Series 66 credential and has nine years of industry experience. He has been with Eagle Strategies since 2017 and has also been associated 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 supports community development and humanitarian efforts in Uganda. 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 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 as of December 2024.

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Crystal F

Series 66

Raceland, LA

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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.

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

Series 66

Cut Off, LA

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Case Terrebonne is a Series 66 licensed financial advisor with LPL Financial, based in Thibodaux, Louisiana. He has 16 years of industry experience and has been with LPL Financial since 2012. Outside of his advisory role, Terrebonne is a part-owner of a family gift shop and co-owns several other local businesses, including an automotive enterprise and a seasonal retail location. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and accommodates various advisory and brokerage needs through its extensive network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Holden L

Series 66

Cut Off, LA

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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
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