Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
ChFC®, Series 63
Experience Industry experience
3 years
Location
Oneonta, AL 35121
Eagle Strategies (NY Life)
Enterprise
Angela Henderson is a financial advisor with Eagle Strategies (NY Life) based in Oneonta, Alabama. She holds the ChFC® designation and a Series 63 license, and has three years of industry experience. Her background includes nearly two decades at The HomeTown Bank of Alabama and roles at Wilson, Gregory & Henderson, LLC as well as NYLIFE Securities LLC and New York Life Insurance Company. Eagle Strategies serves a diverse client base including individuals and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs and emphasizes tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis.
Based on Eagle Strategies (NY Life)
Based on Eagle Strategies (NY Life)
One-time seminar fees generally range from $35 to $200 per attendee
$0+: 0% to 1.25% (for Co-Advisory Program, fees to Eagle are negotiable and range from 0% to 1.25%) 0+: Up to 0.80% of plan assets or up to $100,000 flat amount (for Eagle Retirement Plan Consulting Program; fees are negotiable and may be tiered) 0+: 0.05% to 0.80% of plan assets or up to $100,000 flat amount (for ERISA Investment Manager Program; fees are negotiable and may be tiered) $0+: 0% to 1% of Accumulation Value (for New York Life Premier Advisory Variable Annuity; advisory fee payable to Eagle)
Fee-based hourly advice ranges from $100 to $400 per hour
Ongoing Subscription Agreement for financial plans with fees agreed for five years, payable annually, monthly or quarterly
Account minimum: $25,000 (for New York Life Premier Advisory Variable Annuity) with no minimums clearly stated for other programs; some third-party managers and co-advisers may have minimums, which can be waived or charged additional fees if below minimums Minimum fee: Financial planning fees generally range from $500 to $45,000 per plan Fee-only: Financial planning fees ranging from $500 to $45,000 and fee-based hourly advice generally $100 to $400 per hour
Oneonta, AL
28380 Highway 75 South
Oneonta AL 35121
Advisors at this office
1
Alabama
3 years of industry experience
Eagle Strategies (NY Life)
2026 - Present • 1 year
Oneonta, AL
Wilson, Gregory & Henderson, LLC
2024 - Present • 2 years
Oneonta, AL
NYLIFE Securities LLC
2022 - Present • 4 years
Birmingham, AL
New York Life Insurance Company
2022 - Present • 4 years
Birmingham, AL
Homemaker
2022 - 2022 • 1 year
Oneonta, AL
The HomeTown Bank of Alabama
2003 - 2022 • 19 years
Oneonta, AL
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
ChFC®, Series 63
Oneonta, AL
H2OLS Wealth Management Solutions LLC
Thomas Hampton is the principal advisor at H2OLS Wealth Management Solutions LLC with 38 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at Mass Mutual Investors Services and Metlife Securities Inc. He also owns The Fox Hill Inn Bed and Breakfast in Virginia. H2OLS Wealth Management Solutions LLC serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and governmental entities. The firm provides discretionary portfolio management, financial planning, and employee benefit plan consulting, employing a variety of investment strategies and offering access to a diverse range of asset types.
Series 63, Series 65
Hayden, AL
First Advisors National, LLC
Carlos Uriarte is a financial advisor with First Advisors National, LLC, holding Series 63 and Series 65 designations and 13 years of industry experience. His prior work includes roles at Wholehearted Financial Services LLC, Columbia Financial Group, Primerica Financial Services, and PFS Investments Inc. He is also registered as an insurance agent with Columbia Financial Group and through his sole proprietorship. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants. The firm uses third-party money managers and combines tactical and strategic asset allocation methodologies to manage discretionary accounts.
Series 63, Series 66
Springville, AL
Edward Jones
Jessica Leopard is a financial advisor at Edward Jones with five years of industry experience and holds Series 63 and Series 66 licenses. Her prior firms include Marstone, Bankers Life Securities, Simon Markets, and Concourse Financial Group Securities. She is based in Springville, Alabama. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets with a large national network of advisors and offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Series 63
Oneonta, AL
Edward Jones
Lincoln Marcum is a financial advisor at Edward Jones with 25 years of industry experience. He has been with Edward Jones since 2004 and holds a Series 63 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions through a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.
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