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Joshua K Haney

Advisor at Eagle Strategies (NY Life) — Pulaski, TN

Updated today

Credentials

Series 63, Series 65

Experience

14 years

Location

Pulaski, TN 38478

Eagle Strategies (NY Life) logo

Eagle Strategies (NY Life)

Enterprise

Total advisors

2,508

Across 961 offices

Clients per advisor

53 Typical

Avg AUM per client

$235,446 Low

HNW client ratio

20% Typical

About

Joshua Haney is a financial advisor with Eagle Strategies (New York Life) based in Pulaski, Tennessee. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. Haney operates Haney Financial Solutions, LLC, which sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple tailored advisory programs and manages the majority of its assets on a non-discretionary basis within an integrated New York Life structure.

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 plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy

Occupation focus

Based on Eagle Strategies (NY Life)

Founder/Business Owner Executive

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Fee options

Fixed

One-time seminar fees generally range from $35 to $200 per attendee

Percentage

$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)

Project-based

Fee-based hourly advice ranges from $100 to $400 per hour

Subscriptions

Ongoing Subscription Agreement for financial plans with fees agreed for five years, payable annually, monthly or quarterly

Other

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

Location

See office

Pulaski, TN

124 N Third Street, Suite 100

Pulaski TN 38478

Advisors at this office

2

Most active in

Alabama · Tennessee · Texas

Work history

14 years of industry experience

Haney Financial Solutions, LLC

2014 - Present • 12 years

Pulaski, TN

Nylife Securities LLC

2012 - Present • 14 years

Huntsville, AL

New York Life Insurance Co.

2008 - Present • 18 years

Huntsville, AL

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 with Truist Advisory Services, holding Series 63, 65, and 66 designations and 18 years of industry experience. Prior to joining Truist Investment Services in 2022, Jody worked at FedEx, CapStar Bank, State Electrical, and Fifth Third Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, with a focus on integrated inter-affiliate service arrangements.

Founder/Business Owner Executive
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William M

Series 65, Series 63

Pulaski, TN

Eagle Strategies (NY Life)

William Miller is a financial advisor with Eagle Strategies (NY Life) holding Series 65 and Series 63 licenses and has four years of industry experience. He is currently president of the Kiwanis Club in Pulaski, TN. Miller has worked with Haney Financial Solutions, Eagle Strategies LLC, NYLIFE Securities LLC, and New York Life Insurance Co. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis, with services that integrate advisory solutions tied to insurance and annuity products.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Joseph Y

Series 66

Pulaski, TN

Raymond James Financial

Joseph Yarbrough is a financial advisor at Raymond James Financial with a Series 66 designation and three years of industry experience. His prior work includes roles at McCall & Associates and Raymond James Financial Services. Outside of finance, he has experience with the Shoals Symphony Orchestra. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, and supports municipal and public-finance work through a unique municipal advisor affiliation.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Stephanie B

Series 66

Pulaski, TN

Raymond James Financial

Stephanie Busby is a financial advisor with Raymond James Financial who holds a Series 66 designation and has 19 years of industry experience. She has worked at Raymond James Financial since 2010 and previously spent 14 years at First National Bank. Busby is also employed as a registered sales assistant at McCall and Associates. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm utilizes risk profiling and modeling tools to deliver tailored, non-discretionary advice and supports municipal and public finance work uncommon among large institutional advisors.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive

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 credentials and has previously worked at Next Financial Group Inc, Morgan Stanley, Citigroup Global Markets, and A. G. Edwards & Sons, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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