Rebecca Neville Landon

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

• 09/2003 → Present
  New York Life Insurance Company
  Manchester, NH
• 03/2004 → Present
  Nylife Securities Llc
  Manchester, NH
• 06/2007 → Present
  Neville Financial Group
  Nashua, NH
• 12/2007 → Present
  Eagle Strategies Llc
  Nashua, NH

Other Businesses

DBA NEVILLE FINANCIAL GROUP, YES THIS BUSINESS IS INVESTMENT RELATED. IT IS LOCATED AT 39 SIMON ST, 3B, NASHUA, NH 03060. INSURANCE BROKER, LIFE PRODUCT AND DISABILITY INSURANCE. SHE IS AN EMPLOYEE. INVESTMENT ADVISOR AFFILIATED WITH EAGLE STRATEGIES [RENTAL PROPERTY; 39 SIMON ST, 3B NASHUA, NH 03060; START DATE 09/2014; ROLE/TITLE: OWNER; NOT INVESTMENT RELATED; 1 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS]

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-12-11
• S63 Uniform Securities Agent State Law Examination
  2004-05-14

Designations

• Certified Financial Planner

Other Names

• Rebecca Jane Neville
• Rebecca Jane Neville