Gerald Farnham 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

• 11/1971 → Present
  New York Life
  Waltham, MA
• 05/1984 → Present
  New England Life
  Boston, MA
• 10/1988 → Present
  Nylife Securities Inc.
  N Dartmouth, MA
• 07/2006 → 09/2023
  Lifetime Financial Group, Llc
  North Dartmouth, MA
• 06/2002 → Present
  Eagle Strategies Llc
  Westport, MA

Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products; 15 Fieldstone Dr Westport MA 02790; Start Date 11/1971; Role/Title: Insurance Broker; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [Southeast Massachusetts Council on Addiction (SEMCOA); SEMCOA serves individuals, families, and communities impacted by addiction, mental illness, domestic violence, or homelessness.; 98 N Front Street 3rd Floor, New Bedford, MA 02740-7327; Start Date 11/2015; Role/Title: Board Member; Not Investment Related; 3 hours per month; 0 hours per month during securities trading hours] [University of Massachusetts Foundation Board; Board member of University of Massachusetts Foundation. No checking writing or other financial duties. Board meets three times a year to discuss foundation fundraising.; 285 Old Westport Road, Dartmouth, MA 02747; Start Date 05/2021; Role/Title: Board Member; Not Investment Related; 4 hours per month; 1 hours per month during securities trading hours;Meet with board members to discuss current efforts by the Advancement Division of the University to raise funds from the alumni and local businesses and individuals. Monitor progress in raising funds]

Exams

• S63 Uniform Securities Agent State Law Examination
  1984-10-02

Designations

• Chartered Financial Consultant