Carrie Lynn Hall

Current Employers

Employment History

• 09/1988 → Present
  New York Life Ins Co
  Scottsdale, AZ
• 09/1988 → Present
  Nylife Securities Inc.
  Phoenix, AZ
• 09/2009 → Present
  Carrie Hall And Associates Financial And Insurance Services, Llc
  Scottsdale, AZ
• 06/2002 → Present
  Eagle Strategies Llc
  Scottsdale, AZ

Other Businesses

[INSURANCE BROKERING; APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS DOING BUSINESS AS CARRIE HALL AND ASSOCIATES FINANCIAL & INSURANCE SERVICES, LLC; 6710 N. Scottsdale Road, Suite 160, Scottsdale, AZ 85353; Start Date 07/2021; Role/Title: Insurance Broker; Investment Related; 10 hours per month; 10 hours per month during securities trading hours] [BROPHY FOUNDATION; PROVIDES SCHOLARSHIP FUNDS TO STUDENTS WHO MEET FINANCIAL AID CRITERIA TO ATTEND BROPHY AND LOYOLA ACADEMY. PROVIDES SCHOLARSHIPS TO ABOUT 25 ADDITIONAL PRIVATE SCHOOLS IN THE PHOENIX AREA; 4701 N. CENTRAL AVENUE, PHOENIX, AZ 85012; START DATE 11/2013; ROLE/TITLE: BOARD MEMBER; NOT INVESTMENT RELATED; 10 HOURS PER MONTH; 5 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [ARIZONA COMMUNITY FOUNDATION PROFESSIONAL ADVISORY BOARD; ATTEND THREE MEETINGS A YEAR AND ACT AS AN AMBASSADOR FOR THE COMMUNITY FOUNDATION; 2201 E. CAMELBACK ROAD, SUITE 202, PHOENIX, AZ 85016; START DATE 10/2014; ROLE/TITLE: VOLUNTEER; NOT INVESTMENT RELATED; 2 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [Barrow Neurological Foundation; The Women's Board of the Barrow Neurological Institute. A Women's board to support fund raising efforts and education of the programs of the Barrow Neurological Institute in Phoenix Arizona.; C/O Foundation Office 350 W. Thomas Road, Phoenix, AZ 85013; Start Date 09/2016; Role/Title: Board Member; Not Investment Related; 20 hours per month; 5 hours per month during securities trading hours] [NYLARC Holding Company, Inc.; Reinsuring the life insurance that I write with New York LIfe; 51 Madison Avenue, NY, NY 10010; Start Date 04/1998; Role/Title: Member; Investment Related; 1 hours per month; 1 hours per month during securities trading hours; board of directors] [Barrow Neurological Foundation Women's Board; The Women's Board of the Barrow Neurological Institute. A Women's board to support fund raising efforts and education of the programs of the Barrow Neurological Institute in Phoenix Arizona.; C/O Foundation Office 350 W. Thomas Road, Phoenix, AZ 85013; Start Date 09/2016; Role/Title: Board Member; Not Investment Related; 20 hours per month; 5 hours per month during securities trading hours;Supporting the efforts of the foundation. I am the current President of the Women's Board of the Barrow Neurological Foundation.] [VALLEY ESTATE PLANNERS; Board member.; 4641 E. Quien Sabe Way, Cave Creek, AZ. 85331; Start Date 09/2022; Role/Title: Board Member; Not Investment Related; 1 hours per month; 1 hours per month during securities trading hours; choose speakers; ] [Tax Discussion Group; board member; start date 9/2002; non investment related; 2 hours per month]

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-11-16
• S63 Uniform Securities Agent State Law Examination
  1985-10-17

Other Names

• Carrie L Goss
• Carrie Lynn Goss
• Carrie Goss