Jack
Hall

Eagle Strategies LLC

CRD#2674568
Investment Advisor
in Albuquerque, NM

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About this Advisor

Jack Hall is a financial advisor who works out of Albuquerque, New Mexico, who has been in the industry for 25 years. Hall is an advisor for Eagle Strategies LLC. Throughout their career, they have worked at Eagle Strategies LLC, Lobo Wealth Strategies-, New York Life Ins Co and Nylife Securities Inc. Hall maintains Series 63 and Series 66 licenses, which qualify them as a securities agent, and can serve investors in New Mexico and Texas. Eagle Strategies LLC is a financial advisory company that has its headquarters in Albuquerque, New Mexico. The investment advisory business has offices in 732 locations and a total of 2,030 people on staff. It administers $11 billion in assets under management across its 59,118 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm serves 91 charitable organizations. Of its 59,118 accounts, 21% are associated with high-net-worth clients who have at least $1 million in assets. Eagle Strategies LLC performs a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors largely are based on which services the firm provides the client. However, fees charged by Eagle Strategies LLC can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

25 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

8220 San Pedro Ne Suite 110
Albuquerque, NM 87113

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$11,273,733,918

NM Average: $7,464,549,021
Total Number of Employees

2,030

NM Average: 88
Total Number of Accounts

59,118

NM Average: 3,892
Average Account Size

$190,699

NM Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Jack Hall Work History

Jack has 25 years of experience.

2009 - Present (12 years)

Lobo Wealth Strategies-

2006 - Present (15 years)

Eagle Strategies LLC

1995 - Present (26 years)

New York Life Ins Co

1995 - Present (26 years)

Nylife Securities Inc

Disclosures

Jack Hall has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Eagle Strategies LLC

Kasia Hargrave
Irvine, CA
Anthony Amendola
White Plains, NY
Jacqueline Pollack
New York, NY
Christopher Riebling
Long Valley, NJ
Jimmy Fish
Glendale, CA
Sean Andersen
Yuba City, CA
Edward Nemec
Bethesda, MD
Rahil Patel
Edison, NJ

This content was compiled from the SEC and FINRA.

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