Michael Hall, financial advisor Loveland OH

Michael Hall

CRD Number: 1462596
Current Firm: Eagle Strategies LLC

Michael Hall (CRD# 1462596) is an Investment Advisor Representative working at Eagle Strategies LLC in Loveland, OH and has over 27 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
New York Life Insurance Company Cincinnati, OH Sep 2000 - Current 24
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1997
Contact Info for Michael T. Hall
Phone Number: (888) 695-3245
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    20,358
    MILLIONS
  • Total Number of Accounts
    95,287
    ACCOUNTS
  • Average Account Value
    $213,647
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, WY

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