Advisor at Eagle Strategies (NY Life)
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Eagle Strategies (NY Life)
Location
Folsom, LA 70437
Credentials
Series 63, Series 65
Industry experience
3 years
$0+: Up to 0.80% annually (Retirement Plan Consulting Program, negotiable, may be tiered) $0+: 0.05% to 0.80% annually (ERISA Investment Manager Program, negotiable, may be tiered) $0+: 0% to 1.25% annually (Co-Advisory Program, negotiable) $0+: 0% to 1.00% annually (New York Life Premier Advisory Variable Annuity, negotiable)
Commissions and other compensation may be received by IARs acting as insurance agents or registered representatives for insurance, annuities, and securities products sold separately from advisory services.
Hourly fee-based advice generally ranges from $100 to $400 per hour, negotiable.
Ongoing Subscription Agreement for financial planning services with fees agreed for up to five years; payment options include annual, monthly or quarterly installments.
Fee-only: Financial planning fees range from $500 to $35,000 per plan; hourly advice fees $100 to $400 per hour; seminar fees $35 to $200 per attendee; Foundational Analysis is free.
Eagle Strategies LLC
2024 - Present (2 years)
Nylife Securities LLC
2022 - Present (4 years)
New York Life Insurance Co
2021 - Present (5 years)
Unemployed
2020 - 2021 (1 year)
Covington High School
2016 - 2020 (4 years)
Lee Road Jr. High School
2005 - 2016 (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Covington, LA
Edward Jones
Series 63, Series 65
Covington, LA
Edward Jones
Series 66
Covington, LA
Merrill
Benjamin Capshaw is a Senior Resident Director and Wealth Management Advisor with Merrill Lynch. He joined Merrill Lynch Wealth Management in January 2009 after a decade at Morgan Stanley, where he served as Vice President and Wealth Advisor. Prior to becoming a financial advisor, Benjamin worked in Morgan Stanley's Investment Consulting and Equity Research departments. He holds a bachelor’s degree in Finance, graduating cum laude from Louisiana State University. Benjamin’s expertise centers on retirement planning and the development, implementation, and management of client investment portfolios. His investment focus includes fixed income securities, both taxable and tax-exempt, individual equities, and structured investments. He works with clients in the greater New Orleans area as well as across the country, helping them with retirement income, college education planning, executive compensation, family wealth management, liquidity management, portfolio management, tax minimization, and managing new wealth. Benjamin holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of work, Benjamin enjoys boating, cooking, fishing, football, golfing, music, traveling, and spending time with his family. He resides in Covington with his wife Kristin and their daughters Lily and Anna Claire.
Series 66
Bogalusa, LA
Edward Jones
CFP®, Series 66
Covington, LA
Edward Jones
ChFC®, Series 63
Abita Springs, LA
KLK Capital Wealth Advisors LLC
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