Sharon Carlene Patterson

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

• 05/1993 → Present
  New York Life Ins. Co.
  Albuquerque, NM
• 02/1994 → Present
  Nylife Securities Inc.
  Albuquerque, NM
• 04/2010 → Present
  Ascension Financial Group, Inc
  Albuquereue, NM
• 11/1998 → Present
  Eagle Strategies Llc
  Albuquerque, NM

Other Businesses

[OPERATING UNDER THE DBA NAME OF ASCENSION FINANCIAL GROUP, INC. FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; START DATE 04/2010; ALBUQUERQUE NM 87104] [Ascension Financial Group, LLC; To own a real estate investment property. 2664 NM 12, Aragon, NM 87820 is the only property; 2664 NM Hwy #12, Aragon, NM 84820; Start Date 05/2020; Role/Title: Member; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours] [Bubbling Brook Hunting Lodge - Air B & B; 2664 NM-12, Aragon, NM 87820; Start Date 10/2023; Role/Title: Owner; Not Investment Related; 20 hours per month; 0 hours per month during securities trading hours; collect rent]

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-11-20
• S63 Uniform Securities Agent State Law Examination
  1994-04-07