Mark Vahala

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

• 08/1994 → Present
  New York Life Insurance Co.
  Dallas, TX
• 09/1994 → Present
  Nylife Securities Inc.
  Dallas, TX

Other Businesses

[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS: INVESTMENT RELATED; INSURANCE BROKER; START DATE 06/2002] [ROANNE LEASING INC.; DIRECTOR AND OWNER; NON INVESTMENT RELATED; START DATE 07/2011] [notre dame club of dallas; camaraderie for friends of the University of Notre Dame; University of Notre Dame, Notre Dame IN 46514; Start Date 12/1981; Role/Title: Member; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours] [Bishop Dunne Catholic High School; High School/ Education; 3900 Rugged Drive Dallas, TX 75224; Start Date 01/2018; Role/Title: Board Member; Not Investment Related; 10 hours per month; 0 hours per month during securities trading hours] [St. Cecilia's Catholic School; A Catholic grade school serving an historically disadvantaged area of Dallas, TX. Approximately 170 students total in grades pre-k through 8th grade.; 635 Mary Cliff Road, Dallas Texas 75208; Start Date 09/2019; Role/Title: Board Member; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours]

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-04-22
• S63 Uniform Securities Agent State Law Examination
  1995-03-28