Mark Patrick Hall

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

• 03/2003 → 01/2019
  Hall Financial
  Hewitt, TX
• 12/2010 → Present
  New York Life Insurance Company
  Austin, TX
• 12/2010 → Present
  Nylife Securities Llc
  Austin, TX
• 07/2021 → Present
  Eagle Strategies Llc
  Waco, TX

Other Businesses

[INSURANCE BROKERING; BROKERAGE, I AM APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARREIRS FOR THE PURPOSE OF BROKERING NON-REGISTERED, LIFE, HEALTH, DISABILITY, FIXED ANNUITIES, GROUP ANNUITIES & DISABILITY INSURANCE PRODUCTS; 7543 BOSQUE BLVD. STE H, WACO TX 76712; COMMISSIONS; INSURANCE RELATED] [PROPERTY AND CASUALTY SALES; I HOLD A LICENSE TO SELL P&C INSURANCE PRODUCTS. I WILL BE UTILIZING THIS LICENSE TO SELL P & C PRODUCTS;Y 0 - 2 HOURS PER MONTH TO THIS ACTIVITY; THIS ACTIVITY IS INSURANCE RELATED; COMMISSIONS]

Exams

• S63 Uniform Securities Agent State Law Examination
  2011-02-14

Designations

• Chartered Financial Consultant