Joan Haiyen Huang-Evans

Employer firm

Eagle Strategies LLC CRD 110826

$32.0B regulatory AUM 6,662 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2015 → Present
  Nylife Securities Llc
  Irvine, CA
• 04/2015 → Present
  New York Life Insurance
  Irvine, CA
• 05/2016 → Present
  Eagle Strategies Llc
  Irvine, CA

Previous Registrations

• 2002-10-09 → 2015-04-03
  Msi Financial Services, Inc.
  Brea, CA
  Orange, CA
  City Of Industry, CA
  Los Angeles, CA

Other Businesses

[RENTAL PROPERTY; OWNER; 1542 Calle Las Palmas Pomona, CA 91766 and 1801 E Katella Ave #3023 Anaheim, CA 92805; 1 HOUR per month; Since 9/2013; investment related] [Cryptocurrency Investment; purchasing crypto currency such as Bitcoin and Ethereum as a personal investment; 5 Hillrise Dove Canyon Ca 92679; Start Date 12/2020; Role/Title: Investor; Not Investment Related; 1 hours per month; 1 hours per month during securities trading hours; passive investor]

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-06-06
• S63 Uniform Securities Agent State Law Examination
  1991-04-25

Other Names

• Joan Haiyen
• Joan H Lamanque
• Joan H Huang
• Joan H Huang
• Joan Haiyen Huang
• Joan Haiyen Huang
• Joan Haiyen Huang-Evans