Philbert Demarie (CRD# 1786940) is an Investment Advisor Representative working at Eagle Strategies LLC in Mandeville, LA and has over 31 years of experience in the finance industry.
CRD# 4945227
Second Line Capital, LLC
CRD# 5987927
Osaic Wealth, Inc.
CRD# 2798030
Wealthharbor Capital Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Demarie & Timmerman, LLC | Mandeville, LA | Jan 2013 - Current | 11 |
| Eagle Strategies LLC | Mandeville, LA | Apr 2008 - Current | 16 |
| P.j. Demarie Iii & Associates Inc. | Mandeville, LA | May 2005 - Current | 18 |
| Nylife Securities Inc. | New Orleans, LA | Dec 1987 - Current | 36 |
| New York Life Ins Company | New Orleans, LA | Aug 1987 - Current | 36 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1992 |
- LA
- TX
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Total Assets Under Management20,358MILLIONS
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Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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