Karen Bernice 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

• 06/1981 → Present
  New York Life Insurance Company
  Beverly Hills, CA
• 12/1982 → Present
  Nylife Securities Llc
  Oxnard, CA
• 03/1997 → Present
  Merit Financial & Insurance Solutions
  Oxnard, CA
• 05/2001 → Present
  Eagle Strategies, Llc
  Westlake Village, CA

Other Businesses

[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; DBA MERIT FINANCIAL & INSURANCE SOLUTIONS;15 HRS/WK SPENT IN THIS AREA; STARTED BUSINESS ACTIVITIES IN 1982 TO PRESENT.] [Rental Property; Rental of apartment on my residential property.; 2248 Via Loma, Camarillo, CA. 93012; Start Date 09/2016; Role/Title: Landlord; Investment Related; 1 hours per month; 0 hours per month during securities trading hours] [Conflict Resolution Institute; Mediate between plaintiff and defendant in Small Claims Court; 4475 Market St, Ventura, CA 93003; Start Date 07/2018; Role/Title: Board Member; Not Investment Related; 18 hours per month; 16 hours per month during securities trading hours; Volunteer in Court to aid in dispute resolution, serve on Board to assist in management]

Exams

• S63 Uniform Securities Agent State Law Examination
  2005-01-28

Designations

• Chartered Financial Consultant

Other Names

• Karen Bernice Hanley