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Joshua Haney

Advisor at Eagle Strategies (NY Life)

Updated today

Location

Pulaski, TN 38478

Credentials

Series 63, Series 65

Industry experience

13 years

About

Joshua Haney is a financial advisor with Eagle Strategies (New York Life) based in Huntsville, Alabama. He holds Series 63 and Series 65 credentials and has 13 years of industry experience. Haney operates Haney Financial Solutions, LLC, through which he sells New York Life products and brokers non-registered insurance products. Eagle Strategies LLC serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions and the use of third-party managers and model portfolios rather than firm-controlled discretionary mandates.

Client services

Based on Eagle Strategies (NY Life)

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

Expertise

Based on Eagle Strategies (NY Life)

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities

Occupation focus

Based on Eagle Strategies (NY Life)

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 0.80% annually for Eagle Retirement Plan Consulting Program (CP), fees may be tiered based on asset levels $0+: 0.05% to 0.80% annually for ERISA Investment Manager Program (EIMP), fees may be tiered based on asset levels $0+: 0% to 1.25% annually for Co-Advisory Program (fees are negotiable and charged in addition to Co-Adviser fees) $25,000+: 0% to 1.00% annually for New York Life Premier Advisory Variable Annuity (Advisory VA), fee applies only during accumulation phase

Commissions

IARs receive commissions for insurance, annuities (except Advisory VA), and securities products sold as registered representatives or insurance agents, in addition to advisory fees

Project-based

Hourly fee for advice generally ranges from $100 to $400 per hour, engagements typically not exceeding 12 hours

Subscriptions

Ongoing Subscription Agreement for financial planning services with fees agreed for up to five years, paid annually, monthly or quarterly

Other

Account minimum: $25,000 for the New York Life Premier Advisory Variable Annuity; no minimum for other advisory programs though some third-party managers or co-advisers may have minimums which can be waived or negotiated Minimum fee: Financial planning fees generally range from $500 to $45,000 per plan; financial seminar fees generally range from $35 to $200 per attendee; hourly advice fees generally range from $100 to $400 per hour Fee-only: Financial planning fees, fee-based hourly advice, and financial seminar fees as noted under minimum_fee

Location

124 North 3rd Street, Suite 100

Pulaski, TN 38478

Most active in

Alabama · Tennessee · Texas

Work history

Haney Financial Solutions, LLC

2014 - Present (12 years)

Nylife Securities LLC

2012 - Present (14 years)

New York Life Insurance Co.

2008 - Present (18 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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Jody M

Series 63, Series 65, Series 66

Pulaski, TN

Truist Advisory Services

Jody Mang is a financial advisor at Truist Advisory Services with 18 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Truist Investment Services in 2022, he worked at FedEx, CapStar Bank, State Electrical, and Fifth Third Securities. Truist Advisory Services is a large SEC-registered investment adviser and subsidiary of Truist Financial, serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers discretionary and non-discretionary investment solutions through a combination of model portfolios, third-party managers, and advisor-led asset allocation.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Active portfolio management
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William M

Series 63, Series 65

Pulaski, TN

Eagle Strategies (NY Life)

William Miller is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. He has four years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Co. Outside of his advisory work, Miller serves as president of the Kiwanis Club in Pulaski, TN. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios rather than discretionary mandates.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Joseph Y

Series 66

Pulaski, TN

Raymond James Financial

Joseph Yarbrough is a financial advisor with Raymond James Financial, holding a Series 66 designation and two years of industry experience. He has worked at McCall & Associates since 2023 and Raymond James Financial Services, Inc. since 2022. Outside of finance, he has experience with the Shoals Symphony Orchestra and has held academic roles at Louisiana Tech University and Stetson University. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing a range of implementation options supported by extensive affiliate resources.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Stephanie B

Series 66

Pulaski, TN

Raymond James Financial

Stephanie Busby is a financial advisor with Raymond James Financial in Pulaski, TN, holding a Series 66 designation and 18 years of industry experience. She has worked at Raymond James Financial since 2010 and previously spent 14 years with First National Bank. Outside of her advisory role, she is employed as a registered sales assistant with McCall and Associates. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth and non-HNW clients, pension plans, charitable organizations, corporations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, leveraging extensive research and a broad affiliate network to support tailored client solutions.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired

Lee L

Series 66

Pulaski, TN

Edward Jones

Lee Liggett is a financial advisor with Edward Jones in Pulaski, Tennessee. He holds the Series 66 designation and has eight years of industry experience, including nine years with Edward Jones and over a decade of being self-employed. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Michael G

Series 63, Series 66

Pulaski, TN

LPL Financial

Michael Guess is a financial advisor at LPL Financial with 39 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Next Financial Group Inc for 14 years. Outside of his advisory role, he is associated with Southern Heritage Financial Group, a business related to his LPL practice. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines advisory services with non-advisory product offerings.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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