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HO

Hal E. Osborne

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CRD#: 2850277
HO

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Hal Ellis Osborne was a registered financial professional .

Hal is a previously registered financial professional and started their career in finance in 1997. Hal had worked at 6 firms and has passed the Series 65, Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

May 21, 2010 - November 14, 2014

EAGLE EYE ADVISORS, LLC

RIA
CRD#: 153263
PALM BEACH GARDENS, FL
Past

August 15, 2008 - January 4, 2013

WATER OAK ADVISORS, LLC

RIA
CRD#: 140486
ORLANDO, FL
Past

May 1, 2001 - October 31, 2003

ALLEN DOUGLAS SECURITIES, INC.

BD
CRD#: 42410
WINTER PARK, FL
Past

February 16, 1999 - May 3, 2001

SOUTHERN FINANCIAL GROUP, INC.

BD
CRD#: 16714
COLUMBIA, SC
Past

November 13, 1997 - February 12, 1998

SCHNEIDER SECURITIES, INC.

BD
CRD#: 16434
DENVER, CO
Past

June 25, 1997 - November 17, 1997

PROGRAM TRADING CORP.

BD
CRD#: 36740
BOCA RATON, FL

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 4/7/2008
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


EE
EAGLE EYE ADVISORS, LLC
EAGLE EYE ADVISORS | EAGLE EYE ADVISORS, LLC | EAGLE EYE ADVSIORS LLC | EAGLE EYE WEALTH MANAGEMENT

CRD#: 153263 / SEC#: 801-71294

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Contact information


Main Address
North Palm Beach, FL
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


EAGLE EYE ADVISORS, LLC

CRD#: 153263

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