Johnny
Choate

Eagle Strategies LLC

CRD#5760841
Investment Advisor
in Abbeville, LA

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About this Advisor

Johnny Choate is a financial advisor based in Abbeville, Louisiana, working with Eagle Strategies LLC. Johnny has previously held positions at New York Life Insurance Co, Vermilion Parish, Nylife Securities LLC, Eagle Strategies LLC, and 7Th Ward Gravity Drainage District #2. Johnny has passed the Series 66 regulatory exam and is registered to provide services in Louisiana and Texas. Currently, Johnny is part of Eagle Strategies LLC, which operates out of Abbeville, Louisiana. The firm has 849 offices and 2,567 employees. The firm manages assets totaling $20.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Eagle Strategies LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

404 Pere Megret Rd
Abbeville, LA 70510

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$20,357,746,578

LA Average: $7,464,549,021
Total Number of Employees

2,567

LA Average: 88
Total Number of Accounts

95,287

LA Average: 3,892
Average Account Size

$213,647

LA Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Johnny Choate Work History

2015 - Present (9 years)

7Th Ward Gravity Drainage District #2

2013 - Present (11 years)

Eagle Stratesgies LLC

2010 - Present (14 years)

New York Life Insurance Co

2010 - Present (14 years)

Nylife Securities LLC

2009 - Present (15 years)

Vermilion Parish

Disclosures

Please visit the SEC profile of Johnny Choate to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Eagle Strategies LLC

Arjun Srivastava
Scottsdale, AZ
Craig Peterson
Pittsburgh, PA
Meaghan Ives
Pensacola, FL
Madison Robidart
Gillette, WY
David Anderson
Frisco, TX
Kylie Nesbitt
Renton, WA
Tobin Thomas
Oklahoma City, OK
Ricardo Ramirez
Glendale, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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