Bruce Henry Usher

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

• 12/1983 → Present
  New York Life
  Scottsdale, AZ
• 07/1984 → Present
  Nylife Securities Inc.
  Phoenix, AZ
• 04/2008 → Present
  Usher Benefits
  Scottsdale, AZ
• 03/2009 → Present
  Usher & Associates, Llc
  Scottsdale, AZ

Other Businesses

[INSURANCE BROKERING; APPOINTED WITH VARIOUS INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; DBA USHER & ASSOCIATES, LLC; COMMISSIONS] [INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; DBA USHER BENEFITS; COMMISSIONS] [OFFICE CONDO ASSOCIATION BOARD; THE ASSOCIATION BOARD THAT OVERSEES THE OPERATION WHERE MY OFFICE IS. I WOULD SIT ON THAT BOARD.; 8134 E. CACTUS SCOTTSDALE, AZ 85260; START DATE 06/2014; ROLE/TITLE: BOARD MEMBER; NOT INVESTMENT RELATED; 1 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [8134 Cactus 600 LLC; An office condo titled under an LLC that I am the member and used as offices for my NYL detached office.; 8134 E. Cactus #600 Scottsdale, AZ 8526-; Start Date 05/2010; Role/Title: Member; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours;Nothing except pay my payments and property taxes]

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-09-28
• S63 Uniform Securities Agent State Law Examination
  1984-08-16