Rachel L Waddell

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

• 07/2009 → 03/2018
  New York Life Ins Co
  Roanoke, VA
• 10/2009 → 03/2018
  Nylife Securities Llc
  Roanoke, VA
• 04/2018 → 05/2018
  Uber
  Charleston, SC
• 07/2018 → 09/2022
  W&S Brokerage Services
  Cincinnati, OH
• 05/2018 → 09/2022
  Western & Southern Life
  Daniel Island, SC
• 09/2022 → 02/2023
  Pruco Securities, Llc.
  Mt Pleasant, SC
• 09/2022 → 02/2023
  The Prudential Insurance Company Of America
  Mt Pleasant, SC
• 02/2023 → Present
  New York Life Insurance Company
  Charleston, SC
• 09/2023 → Present
  Nylife Securities Llc
  Charleston, SC
• 09/2024 → Present
  Eagle Strategies Llc
  Charleston, SC

Previous Registrations

• 2022-09-12 → 2023-03-08
  Pruco Securities, Llc.
  Mt. Pleasant, SC
• 2019-02-08 → 2022-09-09
  W&S Brokerage Services, Inc.
  Daniel Island, SC
  Kinston, NC

Exams

• S63 Uniform Securities Agent State Law Examination
  2009-12-03

Designations

• Chartered Financial Consultant

Other Names

• Rachel Lynn Bangle
• Rachel L Waddell
• Rachel Lynn Waddell