Sydney Hale, financial advisor Larose LA
93 score

Sydney Hale

CRD 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.

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Company Name Location Dates Years
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 4
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
Contact Info for Sydney L. Hale
Phone Number: (888) 695-3245
Registered State(s):
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    5,154
    MILLIONS
  • Total Number of Accounts
    29,837
    ACCOUNTS
  • Average Account Value
    $172,747
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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