AT

Aaron Rene Thevenet

5 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
2253 advisors
Number of Clients
111,361 clients
Average Client Portfolio
$228K average
Assets Under Management
$25.4B

Fee Structure

This brochure describes various advisory programs offered by Eagle Strategies. Fees and compensation details can be found in Eagle's Firm Disclosure Brochure at https://www.eaglestrategies.com/disclosures/. The brochure also mentions 12b-1 fees and shareholder service fees that may be received by NYLIFE Securities and credited to client accounts.

Areas of Practice
Investment ManagementFinancial Planning & Coaching
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Advisor Information

Office location

400 E. Kaliste Saloom, Ste 5100, Lafayette, LA, 70508

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Aaron is involved in several outside business activities, including lawn maintenance, parking lot striping, insurance brokering, land solutions, property ownership, and an embroidery business. He dedicates a few hours per week to most of these activities, with Royal Land Solutions taking about a quarter of his time.

Employment History
Current Registrations
Eagle Strategies LLC
June 2024 - Present · 1 yr 7 mos
Nylife Securities LLCBroker
June 2020 - Present · 5 yrs 7 mos
State Registrations2 states
LATX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Aaron Rene Thevenet - Financial Advisor | AdvisorDiscover