Kara E Tavernier

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

• 09/2003 → Present
  Ri College
  Providence, RI
• 08/2006 → Present
  New York Life Insurance Company
  Providence, RI
• 08/2006 → Present
  Nylife Securities, Inc
  Providence, RI
• 07/2020 → Present
  Eagle Strategies Llc
  Johnston, RI

Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products;460 Hillside Ave Needham MA 02494; Start Date 03/2019; Role/Title: Insurance Broker; Investment Related; 3 hours per month; 3 hours per month during securities trading hours][Boys and Girls Club of East Providence ; After school care and children programs; 115 Williams Ave East Providence RI 02914; Start Date 05/2025; Role/Title: Board Member; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours; member of board (new to me) ways to help improve club]

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-07-20
• S63 Uniform Securities Agent State Law Examination
  2007-02-22