Sydney Hale (CRD# 5556218) is an Investment Advisor Representative working at Eagle Strategies LLC in Larose, LA and has over 13 years of experience in the finance industry.
CRD# 1451905
Newedge Advisors
CRD# 3172450
Cetera Investment Advisers LLC
CRD# 1934962
Concourse Financial Group Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Triche/doverspike Financial Group, Inc. | Larose, LA | Dec 2013 - Current | 10 |
| Eagle Strategies LLC | New Orleans, LA | Jul 2012 - Current | 11 |
| Nylife Securities LLC | New Orleans, LA | Jun 2012 - Current | 11 |
| New York Life Ins Company | New Orleans, LA | Apr 2012 - Current | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2010 |
- LA
- TX
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Total Assets Under Management20,358MILLIONS
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Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
- 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, WY
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