Sydney HaleCRD Number: 5556218
Current Firm: Eagle Strategies LLC
Sydney Hale (CRD# 5556218) is an Investment Advisor Representative working at Eagle Strategies LLC in Larose, LA and has over 6 years of experience in the finance industry.
Upperline Financial Planning, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Triche/doverspike Financial Group, Inc.||Larose, LA||Dec 2013 - Current||3|
|Eagle Strategies LLC||New Orleans, LA||Jul 2012 - Current||4|
|Nylife Securities LLC||New Orleans, LA||Jun 2012 - Current||4|
|New York Life Ins Company||New Orleans, LA||Apr 2012 - Current||5|
|Managed Account Services, LLC||Boca Raton, FL||Sep 2010 - May 2012||1|
|Independent Portfolio Consultants, Inc.||Boca Raton, FL||Jul 2010 - May 2012||1|
|Unemployed||New Orleans, LA||May 2010 - Jul 2010||< 1|
|Clemson University||Clemson, SC||Aug 2009 - May 2010||< 1|
|New York Life Insurance||New Orleans, LA||Aug 2009 - Feb 2010||< 1|
|Nylife Securities LLC||New Orleans, LA||Aug 2009 - Feb 2010||< 1|
|Independent Portfolio Consultants||Boca Raton, FL||Jun 2009 - Aug 2009||< 1|
|Clemson University||Clemson, SC||Aug 2008 - Jun 2009||< 1|
|Independent Portfolio Consultants||Boca Raton, FL||Jun 2008 - Aug 2008||< 1|
|Clemson University||Clemson, SC||Aug 2007 - May 2008||< 1|
|Emeril's Homebase||New Orleans, LA||Jun 2007 - Aug 2007||< 1|
|Clemson University||Clemson, SC||Aug 2006 - Jun 2007||< 1|
|Blue Williams LLC||Metairie, LA||Jun 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2010|
Total Assets Under Management5,154MILLIONS
Total Number of Accounts29,837ACCOUNTS
Average Account Value$172,747
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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