Carrie Hall
Carrie Hall is a registered investment advisor at Eagle Strategies LLC, based in Scottsdale, AZ, with 40 years of industry experience. Carrie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 111,361 clients with $25B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Eagle Strategies offers investment advice through several programs:
- Co-Advisory Program: Eagle's fees range from 0% to 1.25% of your portfolio, in addition to the co-advisor's fees.
- New York Life Premier Advisory Variable Annuity: Eagle's advisory fee ranges from 0% to 1% of the annuity's value during the accumulation phase. This fee does not apply during the annuitization phase.
Location
6710 N Scottsdale Road, #160, Scottsdale, AZ, 85253
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2004Other Business ActivitiesSells Insurance
Carrie is an insurance broker doing business as Carrie Hall and Associates Financial & Insurance Services, appointed with various outside insurance carriers. She also serves on the boards of several foundations and organizations, including Brophy Foundation, Arizona Community Foundation, Barrow Neurological Foundation Women's Board, Valley Estate Planners, and Tax Discussion Group.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
Anchor National Financial Services, INC.Broker
State Registrations39 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.