William F O'DOnnell

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

• 09/2002 → Present
  New York Life Insurance Company
  Waltham, MA
• 03/2003 → Present
  Nylife Securities Llc
  Waltham, MA
• 01/2008 → Present
  Eagle Strategies Llc
  Waltham, MA
• 02/2019 → Present
  Lbc Financial Group, Llc
  Lincoln, RI

Other Businesses

INVESTMENT ADVISOR AFFILIATED WITH EAGLE STRATEGIES [INSURANCE BROKERING; NON-INVESTMENT RELATED; BROKERING NON NYL PRODUCTS; 36 CUTLER ST #3, WINTHROP MA 02152; MARCH 2009 START DATE; 20 HOURS PER MONTH; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED PRODUCTS] [OPERATING UNDER THE DBA NAME OF LBC FINANCIAL GROUP, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; LINCOLN, RI; START DATE: 02/2019]

Exams

• S63 Uniform Securities Agent State Law Examination
  2003-06-06

Designations

• Certified Financial Planner