Biography

Bill Hagerty,  ChFC, CLU 

 

 

Bill Hagerty is a Registered Investment Adviser Representative with Eagle Strategies LLC., a Registered Investment Adviser.  He has been a qualifying member of the Million Dollar Round Table (MDRT*) since 1998 and is also a New York Life agent licensed with LEAP** Systems, which identifies certain financial needs and recommends various insurance products and alternatives.  It is different from financial planning, which is a fee-based service offered by licensed financial planners.     Bill has been a keynote speaker for Money Management Educators, a 501 c Educational Corporation dedicated to bringing current and practical financial concepts to the people of corporate America.  Helping individuals, families and business owners realize their full financial potential has been the cornerstone of his practice.  Bill has resided in Northern California for over 25 years, and currently lives in Roseville with his wife Carrie and their 7 children.       

 

Degree

            Bachelor of Arts from Washington State University

           

Designations

            CLU, ChFc

 

Membership

            Million Dollar Round Table

 

Business Information

            Eagle Strategies LLC

            2999 Douglas Blvd., Ste. 350

            Roseville, CA 95661

            916-774-6262

 

Licenses

          FINRA Series 7 license—

                        For Securities transactions# including: Brokerage Accounts and Mutual Funds.

            State Life/Health*** license—

                        For sales of life, health,*** and disability insurance.***

 

Affiliation Statements

Bill Hagerty is a Financial Adviser offering advisory services through Eagle Strategies LLC, a Registered Investment Adviser.

 

#Bill Hagerty is a Registered Representative

 offering securities through NYLIFE Securities LLC

Member FINRA/SIPC.   916-774-6200.

2999 Douglas Blvd., Ste. 350

Roseville, CA 95661

 


*MDRT is recognized throughout the industry as the standard of excellence in life insurance sales performance.

**Lifetime Economic Acceleration Process.

***Products available through one or more carriers not affiliated with New York Life or its subsidiaries.  Dependent on carrier authorization or product availability in your state or locality.

 

 

Calculators