Alisha Raeann Gillette

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

• 05/2016 → Present
  Nylife Securities Llc
  Riverside, CA
• 10/2015 → Present
  New York Life Insurance Company
  Riverside, CA
• 11/2023 → Present
  Sparrow Financial And Insurance Services
  Manhattan, KS
• 08/2024 → Present
  Eagle Strategies Llc
  Overland Park, KS

Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 12052 Hesperia Rd. Suite 1 Hesperia CA 92345; Start Date 03/2020; Role/Title: Insurance Broker; Investment Related; 2 hours per month; 2 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF SPARROW FINANCIAL AND INSURANCE SERVICES FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER); (MANHATTAN, KS); START DATE: 11/2023]

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-08-09
• S63 Uniform Securities Agent State Law Examination
  2016-06-28

Other Names

• Alisha Raeann Hains