Todd Cobena (CRD# 2338293) is an Investment Advisor Representative working at Eagle Strategies LLC in Metairie, LA and has over 30 years of experience in the finance industry.
CRD# 5662176
Deane Retirement Strategies, Inc.
CRD# 300092
Deane Retirement Strategies, Inc.
CRD# 2754864
Deane Retirement Strategies, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eagle Strategies LLC | New Orleans, LA | Dec 2015 - Current | 8 |
| Nylife Securities Inc. | New Orleans, LA | Mar 1993 - Current | 30 |
| New York Life Ins. Company | New Orleans, LA | Oct 1992 - Current | 31 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1993 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2015 |
- LA
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Total Assets Under Management16,667MILLIONS
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Total Number of Accounts87,580ACCOUNTS
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Average Account Value$190,309
- 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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