Invested Better
Unclaimed

Unclaimed

Unclaimed

John Kelly Fahrmann

Eagle Strategies LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you John? Claim Your Profile

About John Kelly Fahrmann

John Kelly Fahrmann is an investment advisor representative with Eagle Strategies LLC, a firm located in New Orleans, Louisiana. John Fahrmann is registered with FINRA and the state of Louisiana. John Fahrmann has worked in the financial services industry since 1990. John Fahrmann has experience providing financial planning, pension consulting, and educational seminars to individual and institutional clients. John Fahrmann also provides portfolio management services for individuals. John Fahrmann has served as a commissioner for the East Baton Rouge Parish Poll and is a member of JoMeliventures LLC, a dormant oil and gas drilling operation. John Fahrmann is also a registered representative with NYLIFE Securities LLC.

Firm Information

John Fahrmann is currently registered with Eagle Strategies LLC. Eagle Strategies LLC is an investment advisor headquartered in New York, NY. The firm provides a range of services, including financial planning, pension consulting, educational seminars, and publication of periodicals. They manage assets for individuals, high-net-worth individuals, corporations, and charitable organizations. Eagle Strategies has over 1,998 registered representatives and manages over $20 billion in assets.
Eagle Strategies LLC

639 Loyola Avenue

New Orleans, LA 70113

$20.36B

Assets Under Management

6,070

Total Clients

2,031

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

John Fahrmann’s Registration & Firm History

LA

09/22/2015 - Present

Eagle Strategies LLC (New Orleans LA)

LA

09/26/2003 - 11/02/2009

STATE FARM VP MANAGEMENT CORP. (BATON ROUGE LA)

MO

05/24/2001 - 09/08/2003

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

NY

07/05/1985 - 05/29/2001

NYLIFE SECURITIES INC. (NEW YORK NY)

Not sure if John Kelly Fahrmann is right for you?

Licenses & Designations

BOTH

Issued 9/3/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 9/4/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/6/2019

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 11/25/2014

Series 24 - General Securities Principal Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/1/2014

Series 7 - General Securities Representative Examination

BC

Issued 12/30/1985

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 7/1/1985

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Kelly Fahrmann.
Not sure if John Kelly Fahrmann is right for you?