Mark
Hall

Eagle Strategies LLC

CRD#2722674
Investment Advisor
in Waco, TX

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About this Advisor

Mark Hall is a chartered financial consultant based in Waco, Texas who has 2 years of industry experience. Hall currently works for Eagle Strategies LLC. Their career trajectory has included roles at New York Life Insurance Company, Hall Financial, Nylife Securities LLC and Eagle Strategies LLC. Hall has a Series 63 license, which qualifies them as a securities representative, and is registered to advise clients in Texas. Eagle Strategies LLC is a financial advisory company operating out of New York, NY. It has offices in 828 locations and a total of 2,392 employees. It has $17 billion in assets under management across its 87,580 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises 175 charitable organizations. Of its 87,580 client accounts, 17% are held by high-net-worth individuals who have at least $1 million in investable assets. Eagle Strategies LLC performs a broad set 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. A financial advisor's fee schedules usually vary depending on the services. Fee types charged by Eagle Strategies LLC most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years Registered*

2 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

Office Location

823 Washington Avenue Suite 200
Waco, TX 76701

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$16,667,263,900

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

2,392

TX Average: 88
Total Number of Accounts

87,580

TX Average: 3,892
Average Account Size

$190,309

TX Average: $1,917,921

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

Mark Hall Work History

Mark has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Eagle Strategies LLC

2010 - Present (14 years)

New York Life Insurance Company

2010 - Present (14 years)

Nylife Securities LLC

2003 - 2019 (16 years)

Hall Financial

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Mark Hall to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Eagle Strategies LLC

Kyoung Lee
Fairfax, VA
Justin Lindahl
Madison, CT
Christopher Mcdonald
Chicago, IL
Bradley Brodersen
Lincoln, NE
Jaclyn Magbitang
San Mateo, CA
Zuzana Ambrova
Matthews, NC
Thuan Pham
San Jose, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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