Christine Lee

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

• 03/2005 → Present
  New York Life Insurance Company
  Los Angeles, CA
• 05/2005 → Present
  Nylife Securities
  Los Angeles, CA
• 12/2014 → Present
  Eagle Strategies Llc
  Glendale, CA

Other Businesses

[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; BROKER; START DATE 06/2008; 801 N BLAND BLVD #1400 GLENDALE CA 91203]

Exams

• S63 Uniform Securities Agent State Law Examination
  2005-12-19

Designations

• Chartered Financial Consultant

Other Names

• Christine Lee
• Chin Kyung Sung