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Klint Hall

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Overview:
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In 1995, Klint started his career in the financial services industry.  As the son of two high school teachers, he gravitated to the education of his clients and helping them solve the very individualized nature of investments and personal planning.  Klint is dedicated to the personal relationships he forms with each of his clients and their families.  Through this process he forms lifelong friendships and helps clients through all the challenges in their financial lives.

Background:
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As his first and only career, Klint earned his life/health licenses in 1995 and very soon after, 1996, passed his FINRA Series 6 & 63. In an effort to expand his education and service to his clients, he passed his FINRA Series 7 and 24 in a matter of 45 days in 1998.  Since then, in an advisory or manager capacity, Klint has been client focused on helping individuals, families, and business owners define, clarify, and accomplish their financial goals.  Over the years, through referrals and client movement, Klint has become licensed in 23 states to better serve the needs of his practice clientele.

Personal:
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Born and raised in Colorado, Klint attended Aztec High School in northern New Mexico.  While in high school, he was a three-sport athlete/letterman. Klint was named an all-state athlete in his junior and senior years in both football and basketball. He was nominated to the North/South Allstars for basketball and football in his senior year. Finishing his senior year as a member of National Honor Society, he graduated among the top ten in his graduating class.  Upon graduation, Klint attended the University of New Mexico on a Presidential Academic scholarship as well as a full athletic scholarship to play football for the Lobos.  While playing for the Lobos, Klint was named 1st Team All Conference as an offensive lineman in 1993.  He graduated with a business marketing degree from the University of New Mexico Anderson School of Management and also a Masters in Sports Administration.  In his free time, Klint enjoys spending time with his family in New Mexico and Wyoming, which provide excellent opportunities for riding motorcycles (Harleys), fly fishing, golf, and all of the any other outdoor activities available.

Disclosure

Jack Hall is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AL, AZ, CO, CT, FL, GA, MI, MO, NM, NV, OH, OK, OR, SD, TX, VA, and WY. No insurance business may be conducted outside the states referenced.

Jack Hall is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 8220 San Pedro Dr Ne Ste 110, Albuquerque, NM, 87113, 505-821-4300. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CO, CT, FL, GA, IN, MA, MI, MN, MO, MT, NE, NM, NV, NY, OH, OK, OR, SD, TX, WA, WI, and WY. No offers may be made or accepted from any resident outside the specific states referenced.

Jack Hall is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AZ, CO, CT, FL, GA, IN, MA, MI, MN, MO, MT, NE, NM, NV, NY, OH, OK, OR, SD, TX, WA, WI, and WY. As such, these services are strictly intended for individuals residing in the states referenced.

Phillip Finley is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AR (AR Insurance License #1298700), AZ, CA (CA Insurance License #0C77640), CO, GA, IN, NH, NM, NV, and TX. No insurance business may be conducted outside the states referenced.

Phillip Finley is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 8220 San Pedro Dr Ne Ste 110, Albuquerque, NM, 87113, 505-821-4300. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, ID, NM, OH, TX, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Phillip Finley is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AZ, CA, CO, CT, ID, NM, OH, TX, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

Lobo Wealth Strategies, PC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither Lobo Wealth Strategies, PC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

For more information about NYLIFE Securities LLC and its investment professionals.

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