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Bethany Joyner

Advisor at Equitable Advisors

Updated today

Location

Defuniak Springs, FL 32435

Credentials

Series 66

Industry experience

< 1 year

About

Bethany Joyner is a financial advisor with Equitable Advisors and holds a Series 66 designation. She has one year of industry experience, having previously worked at Primerica Financial Services. Outside of her advisory role, she volunteers as a bookkeeper for Sanford & Sisters. Equitable Advisors serves a broad client base including individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning and access to asset management through third-party managers and a hybrid referral and implementation model.

Client services

Based on Equitable Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Equitable Advisors

Retirement income strategy Social Security optimization

Occupation focus

Based on Equitable Advisors

Founder/Business Owner Retired Executive

Demographic focus

Based on Equitable Advisors

Approaching retirement Baby Boomers (Born 1946-1964)

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Fee options

Percentage

$0+: 0.20% to 2.50% annually (varies by program and asset level; see product-specific minimum and maximum fees) $0+: Financial planning fixed fees: $250 - $25,000 for new plans; $250 - $12,500 for reviews $0+: Financial planning hourly fees: $100 - $400 per hour

Commissions

Variable life and annuity sales commissions and renewal commissions are received in brokerage capacity, not advisory fees.

Project-based

Financial planning hourly fees generally range from $100 to $400 per hour.

Other

Minimum fee: Financial planning fixed fees may range from $250 to $25,000 for new clients; follow-on plan review fees generally range from $250 to $12,500; hourly fees generally range from $100 to $400 per hour. Fee-only: Fee-based financial planning services are offered, including fixed and hourly fees as noted above.

Location

694 Baldwin Avenue, Suite 2

Defuniak Springs, FL 32435

Most active in

Florida · Texas

Work history

Equitable Advisors

2025 - Present (1 year)

Primerica Financial Services

2024 - 2025 (1 year)

Sanford & Sisters

2015 - Present (11 years)

Unemployed

2003 - 2024 (21 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Charles M

Series 63, Series 65

Defuniak Springs, FL

Arete Wealth Advisors, LLC

Charles Majors is a financial advisor with Arete Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and 30 years of industry experience. He has worked at several firms, including Center Street Advisors, Inc., and has operated Majors Financial Group since 2001. Outside of his advisory role, he serves as president of Majors Financial Group, Inc., which sells life, health, and disability insurance. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm manages assets primarily on a discretionary basis, employing both advisor-driven and proprietary model allocations, and integrates affiliated financial businesses and product channels within its service offerings.

Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Eric G

Series 66

Defuniak Springs, FL

Kestra Advisory

Eric Galloway is a financial advisor with Kestra Advisory and holds a Series 66 designation. He has 17 years of industry experience, including 16 years at Edward Jones before joining Kestra in 2024. Galloway also operates Galloway Wealth Management, where he provides financial planning and insurance services. Kestra Advisory Services delivers investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, and provides access to multiple management platforms and complex investment products.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive

Timothy S

Series 66

Defuniak Springs, FL

Edward Jones

Timothy Singleton is a financial advisor with Edward Jones in Defuniak Springs, FL, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, he served six years in the United States Army. Outside of his advisory role, he works as a pyro technician for Pyro Shows Inc., setting up fireworks displays for special events. 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 discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services, supported by a nationwide network of more than 23,000 financial advisors.

Retirement income strategy Wealth management General estate planning guidance Military & Veterans
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Robert N

Series 63, Series 65

Defuniak Springs, FL

Equitable Advisors

Robert Neale is a financial advisor with Equitable Advisors in Defuniak Springs, FL, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with Axa Advisors, LLC. Outside of his advisory role, Neale serves as a volunteer board member for Walton Academy and is a board member of the Defuniak Springs Kiwanis Club. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, tailoring services based on client goals, risk tolerance, and time horizon.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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