Edna M Rachal

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

• 05/2008 → Present
  Nylife Insurance Comp.
  Deerfield, IL
• 05/2008 → Present
  Nylife Securities, Llc
  Deerfield, IL
• 03/2007 → Present
  Ltci Patners Llc
  Lake Forest, IL
• 02/2022 → Present
  Eagle Strategies Llc
  Highland Park, IL

Other Businesses

[PROPERTY AND CASUALTY SALES; COMMISSIONS; 5 HOURS/MONTH; 1 HOUR/WEEK DURING THE HOURS OF 9:30 EST AND 4 EST] [WOMEN'S MINISTRY AND WOMEN'S DAY FOR ST. PAUL AME CHURCH; PRESIDENT OF THE WOMEN'S MINISTRY AND CO-CHAIR OF WOMEN'S DAY.; 336 WASHINGTON STREET, GLENCOE, ILLINOIS 60022; START DATE 08/2015; ROLE/TITLE: VOLUNTEER; NOT INVESTMENT RELATED; 15 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [Rental Property; Rental Income; 8218 S. Chappel, Chicago, IL; Start Date 10/2016; Role/Title: Owner; Investment Related; 3 hours per month; 1 hours per month during securities trading hours] [Rental Property - 509 W. 127th Place; Renting to a family; 509 W. 127th Place, Chicago, IL 60628; Start Date 02/2017; Role/Title: Owner; Investment Related; 3 hours per month; 0 hours per month during securities trading hours][Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products and through Eugene Cohen agency; 1650 Lake Cook Road, Deerfield, IL 60015; Start Date 05/2023; Role/Title: Authorized Representative; Investment Related; 10 hours per month; 10 hours per month during securities trading hours]

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-01-07
• S63 Uniform Securities Agent State Law Examination
  2005-04-08

Other Names

• Edna Mary Banks