LP
Linda B. Poole
EAGLE STRATEGIES LLC
Glen Allen, VA 23060
Some features on this profile are disabled
CRD#: 6681524
LP
Professional summary
Linda Baskerville Poole, who also goes by Linda S. Baskerville, Linda Sue Baskerville, Linda Sue Baskervillepoole, Linda B. Poole, Linda Poole, L B Reavis, Linda B. Reavis, Linda Baskerville Reavis, is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Glen Allen, Virginia and NYLIFE SECURITIES LLC located in Glen Allen, Virginia.
Linda is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Linda has worked at 2 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Linda S. Baskerville | Linda Sue Baskerville | Linda Sue Baskervillepoole | Linda B. Poole | Linda Poole | L B Reavis | Linda B. Reavis | Linda Baskerville Reavis
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.
[L'SERAPH ENTERPRISES, LLC; NOT INVESTMENT RELATED; 14104 SUMMERCREEK PLACE, CHESTERFIELD, VA 23832; ESTABLISHED TO RUN BUSINESS EXPENSES THROUGH; OWNER; 03/2016; 10hrs per month; SOLE OWNER OF LLC, WILL CAPTURE BUSINESS EXPENSES INCURRED (FOR TAX PURPOSES ONLY)] [Marketforce; This company seeks my assistance to mystery shop at a host of fast food chains to assess their cleanliness, customer service and efficiency.; 248 Centennial Pkwy, Louisville, CO 80027; Start Date 08/2015; Role/Title: Independent Contractor; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours] [A Closer Look; This company seeks my assistance to mystery shop at a host of fast food chains to assess their cleanliness, customer service and efficiency; 460 S. Peachtree St., NW, Norcross, GA 30071; Start Date 02/2015; Role/Title: Independent Contractor; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours] [SeeLevelHX; Typical companies that reach out for my assistance include fast food chains and restaurants; 1718 Peachtree St., NW, Suite 550, Atlanta, GA, 30309; Start Date 07/2015; Role/Title: Independent Contractor; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours] [Informa Research Services; Typical companies that reach out for my assistance include fast food chains and restaurants. They typically pay for my meal and pay a small convenience fee for my travel.; 26565 Agoura Road, Suite 300, Calabasas, CA 91302; Start Date 07/2015; Role/Title: Independent Contractor; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours] [Notary Public; I notarize documents to the public when needed. Virginia Notary Public; 14104 Summercreek Place; Start Date 01/2012; Role/Title: Volunteer; Investment Related; 5 hours per month; 1 hours per month during securities trading hours] [Insurance brokering; appointed with outside carriers for the purpose of brokering non-registered insurance products; Brokering non-NYL insurance products through various other insurance companies; 4435 Waterfront Drive, Glen Allen, VA 23060; Start Date 02/2020; Role/Title: Insurance Broker; Investment Related; 20 hours per month; 5 hours per month during securities trading hours][Delta Sigma Theta Sorority, Incorporated; A Service Sorority-volunteer for local community services; 1707 New Hampshire Avenue, NW Washington, DC 20009; Start Date 04/1992; Role/Title: Member; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours; participate in the Adopt-A-Street clean-up, local festivals and food collection for food pantries in my local area][Safe Harbor; save, transform, & rebuild lives for those who are experiencing or have experienced domestic violence, sexual violence, or human trafficking. In all of our programs, we work from a trauma-informed and empowerment-focused lens. ; 2006 Bremo Rd Suite 201, Richmond, VA 23226; Start Date 07/2025; Role/Title: Board Member; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours; work with other board members to approve relevant and beneficial programs to support the mission of helping individuals faced with domestic violence]
CRS (Client Relationship Summary) - RIA
Click below to view Linda Baskerville Poole's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 30, 2022 - Present
EAGLE STRATEGIES LLC
Office #1: 4121 Cox Road 110, Glen Allen, VA 23060RIA
CRD#: 110826
Glen Allen, VA
Current
November 7, 2016 - Present
NYLIFE SECURITIES LLC
Office #1: 4121 Cox Road Suite 200, Glen Allen, VA 23060BD
CRD#: 5167
GLEN ALLEN, VA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
ES
EAGLE STRATEGIES LLC
EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
RIA
Registered Investment Advisory firm - (10/14/1988 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(5/11/2018)
RR
District of Columbia(3/16/2023)
RR
Florida(10/4/2018)
RR
Georgia(10/16/2020)
RR
Illinois(1/11/2019)
RR
Kansas(7/12/2024)
RR
Kentucky(3/16/2023)
RR
Maryland(3/16/2023)
RR
Massachusetts(1/26/2024)
RR
Nevada(3/16/2023)
RR
New Hampshire(8/14/2025)
RR
New Jersey(3/16/2023)
RR
New York(3/16/2023)
RR
North Carolina(3/14/2023)
RR
Ohio(10/2/2018)
RR
Oregon(1/28/2019)
RR
Pennsylvania(11/18/2021)
RR
South Carolina(5/28/2021)
RR
Tennessee(11/13/2023)
RR
Texas(10/1/2018)
IAR
Texas(3/14/2024)
RR
Virginia(5/2/2018)
IAR
Virginia(9/30/2022)
RR
Washington(5/15/2018)
RR
West Virginia(1/26/2021)
RR
Wisconsin(5/27/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 8/1/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
ES
EAGLE STRATEGIES LLC
EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
RIA
Registered Investment Advisory firm - (10/14/1988 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
51 Madison Avenue 12th Floor, New York, NY 10010
Mailing Address
51 Madison Avenue Floor 3b, Room 0304, New York, NY 10010
Phone number
(888) 695-3245
Established
Firm type
Fiscal year end
# of Employees
2,804
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 111,361 |
| AUM (Assets Under Management) | $ 25,395,380,570 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/24/2025 | ||
| 04/25/2024 | ||
| 12/20/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
EAGLE STRATEGIES LLC
CRD#: 110826Glen Allen, VA 23060TRUST BUT VERIFY
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