Paul Ellison Redfearn

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

• 08/1982 → Present
  New York Life Insurance Company
  Boston, MA
• 09/1983 → Present
  Nylife Securities Llc
  Waltham, MA
• 01/2008 → Present
  Redfearn Financial & Insurance Services Llc
  Woburn, MA

Other Businesses

[REDFEARN FINANCIAL & INSURANCE SERVICES LLC; INVESTMENT RELATED BUSINESS; 800 W CUMMINGS PARK SUITE 2400 WOBURN MA 01801; OWNER; APRIL 2008 START DATE; 50 HOURS PER WEEK; INSURANCE BROKERING; AGENT IS APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS.] [First Baptist Church; Auditor. Auditing of Church Financial Records; 45 Woburn Street, Reading, MA 01867; Start Date 09/2022; Role/Title: Volunteer; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours]

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-02-19
• S63 Uniform Securities Agent State Law Examination
  1985-03-22