Gerald Hall, financial advisor Westport MA

Gerald Hall

CRD Number: 234075
Current Firm: Eagle Strategies LLC

Gerald Hall (CRD# 234075) is an Investment Advisor Representative working at Eagle Strategies LLC in Westport, MA and has over 39 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Nylife Securities Inc. N Dartmouth, MA Oct 1988 - Current 35
New England Life Boston, MA May 1984 - Current 39
New York Life Waltham, MA Nov 1971 - Current 52
Lifetime Financial Group, LLC North Dartmouth, MA Jul 2006 - Sep 2023 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1984
Contact Info for Gerald F. Hall
Phone Number: (888) 695-3245
Registered State(s):
  • MA
  • TX
By the Numbers
  • Total Assets Under Management
    16,667
    MILLIONS
  • Total Number of Accounts
    87,580
    ACCOUNTS
  • Average Account Value
    $190,309
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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