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
Series 66
Experience Industry experience
19 years
Location
Oxford, MS 38655
Eagle Strategies (NY Life)
Enterprise
Heath Houston is a Series 66-registered financial advisor with Eagle Strategies (New York Life) based in Oxford, MS, with 19 years of industry experience. He has been associated with Eagle Strategies since 2010 and holds roles in Crystal Clear Financial Group, LLC and HH Strategies LLC. Outside of his advisory work, he is involved as a partner in a social hunting camp venture, Wolf Ridge Farms LLC, and coaches youth soccer in his community. Eagle Strategies serves a diverse client base, including individual investors and institutional plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.
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
Oxford, MS
2084 Old Taylor Road, Suite 106, University Office Park
Oxford MS 38655
Advisors at this office
1
Mississippi · Tennessee · Texas
19 years of industry experience
Crystal Clear Financial Group, LLC
2022 - Present • 4 years
Oxford, MS
HH Strategies LLC
2019 - Present • 7 years
Oxford, MS
Eagle Strategies (NY Life)
2010 - Present • 16 years
Memhis, TN
NYLIFE Securities LLc
2008 - Present • 18 years
Memphis, TN
New York Life Insurance Company
2008 - Present • 18 years
Memphis, TN
Waddell & Reed
2007 - 2008 • 1 year
Memphis, TN
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
A client's investment-related complaint, arbitration or lawsuit, including ones that were denied, withdrawn or settled.
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.
Series 65
Oxford, MS
Fruge' Capital Advisors, LLC (formerly Oxford Investment Adv)
Don Fruge Jr. is a Series 65 licensed financial advisor with 19 years of industry experience. He is a partner at Fruge' Capital Advisors, LLC (formerly Oxford Investment Advisors) and also maintains a legal practice as a partner at Fruge' Law Firm, PLLC, dedicating 10-25% of his time to providing legal services outside of investment advising. Fruge' Capital Advisors offers fee-only advisory services primarily to individuals and families, as well as nonprofits, trusts, estates, small businesses, and retirement plans. The firm employs a globally diversified, multi-asset-class investment approach with both passive and active elements and integrates coordinated wealth management that includes legal and institutional planning resources.
Series 65
Oxford, MS
Fruge' Capital Advisors, LLC (formerly Oxford Investment Adv)
Don Fruge is a financial advisor at Fruge' Capital Advisors, LLC with 19 years of industry experience. He holds a Series 65 designation and has been involved with Oxford Investment Advisors, PLLC since 2009. In addition to his advisory role, Fruge is a partner at Fruge' Law Firm, PLLC, where he provides legal services and dedicates approximately 10-25% of his time. Fruge' Capital Advisors offers fee-only advisory services primarily to individuals and families, as well as nonprofits, trusts, estates, small businesses, and retirement plans. The firm employs a globally diversified, multi-asset-class investment approach incorporating strategic asset allocation with both passive and active management components, and maintains a material affiliation with a related law practice that some clients may utilize for estate, charitable, and tax matters.
Series 63, Series 65
Oxford, MS
Hardy Reed, LLC
John Hardy is a financial advisor at Hardy Reed, LLC in Oxford, MS, with 23 years of industry experience. He has been with Hardy Reed since 2011 and holds Series 63 and Series 65 licenses. Hardy Reed provides financial planning, wealth management, and investment advisory services to individuals, trusts and estates, pension and profit-sharing plans, as well as charitable and corporate entities. The firm employs a long-term investment approach focused on discretionary portfolios concentrated in mutual funds and ETFs, and it holds a CEFEX® certification uncommon among similar team firms.
CFA®, Series 63, Series 65
Oxford, MS
Hardy Reed, LLC
Gary Wilson is a financial advisor with Hardy Reed, LLC in Oxford, MS. He holds the CFA® designation and Series 63 and Series 65 licenses, with four years of industry experience. Prior to joining Hardy Reed, he worked at ALPS Distributors, Inc and Vulcan Value Partners. Outside of his advisory role, he is a member of Magnolia By the Sea, LLC, a vacation rental business. Hardy Reed provides financial planning, wealth management, and investment advisory services to individuals, trusts, pension plans, and charitable and corporate entities. The firm uses fundamental analysis and a long-term investment approach, concentrating portfolios in mutual funds and ETFs while also offering fiduciary consulting and training services.
Series 63, Series 65
Oxford, MS
Hardy Reed, LLC
Kenneth Parkinson is a financial advisor with Hardy Reed, LLC in Oxford, MS, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has been with Hardy Reed since 2011 and previously worked at Valic Financial Advisors from 2003 to 2009. Hardy Reed provides financial planning, wealth management, and investment advisory services to individuals, trusts and estates, pension and profit-sharing plans, and charitable and corporate entities. The firm employs a long-term investment approach using discretionary portfolios concentrated in mutual funds and ETFs, supplemented by fiduciary consulting and tailored financial plans.
CFP®, Series 66
Oxford, MS
Barnes Pettey Financial Advisors, LLC
Andrew Yee is a CFP® professional with 19 years of industry experience. He is affiliated with Barnes Pettey Financial Advisors, LLC and previously worked at Raymond James Financial Services for 18 years. Yee holds a Series 66 license and is also a licensed independent life insurance agent with limited activity outside his advisory role. Barnes Pettey Financial Advisors, LLC provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting to individuals, families, trusts, estates, charitable organizations, and businesses. The firm manages $1.31 billion in assets and follows a client-specific approach utilizing a broad range of investment vehicles and strategies.
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