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 63, Series 66
Experience Industry experience
6 years
Location
Santa Maria, CA 93455
Eagle Strategies (NY Life)
Enterprise
Joshua Coffey is a financial advisor with Eagle Strategies (New York Life) based in Santa Maria, CA, holding Series 63 and Series 66 credentials and five years of industry experience. He operates under the DBA Fulcrum Wealth and Insurance Solutions, LLC, where he sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated representatives. The firm delivers tailored advisory solutions across multiple program types and manages a substantial asset base primarily 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
Santa Maria, CA
2650 Industrial Parkway, #200
Santa Maria CA 93455
Advisors at this office
5
California
6 years of industry experience
Fulcrum Wealth and Insurance Solutions, LLC
2023 - Present • 3 years
Santa Maria, CA
Eagle Strategies (NY Life)
2022 - Present • 4 years
Santa Maria, CA
NYLIFE Securities LLC
2020 - Present • 6 years
Santa Maria, CA
New York Life Insurance Company
2019 - Present • 7 years
Santa Maria, CA
Visionary
2019 - 2019 • 1 year
Santa Maria, CA
UNEMPLOYED
2019 - 2019 • 1 year
Santa Maria, CA
Harvest Church
2019 - 2019 • 1 year
Arroyo Grande, CA
Hillside Church
2017 - 2019 • 2 years
San Jose, CA
Bethany Church
2012 - 2017 • 5 years
Long Beach, CA
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.
Series 65
Nipomo, CA
Ambition Financial LLC
Justin Cook is a financial advisor at Ambition Financial LLC and holds a Series 65 designation. He has been with Ambition Financial since its founding in 2026 and has over a decade of experience at Cisco Systems. He also maintains a separate corporate finance role alongside his advisory work. Ambition Financial LLC is a fee-only independent registered investment adviser serving individuals and high-net-worth clients. The firm focuses on asset allocation and passive investment strategies, offering discretionary portfolio management, written financial plans, and coordination with third-party professionals.
Series 66
Santa Maria, CA
X Advisors, LLC
Thorne O Connell is a financial advisor at X Advisors, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at Cambridge Investment Research, Pomona College, Sallie Mae, and Pennsylvania State Employees Credit Union. X Advisors, LLC is a seven-advisor team managing approximately $190 million for about 275 clients, including individuals, trusts, estates, business entities, and retirement plans. The firm offers a range of wealth management and financial planning services, employing fundamental, technical, quantitative, and sector analysis to construct and continuously monitor diversified portfolios.
Series 63, Series 65
Santa Maria, CA
X Advisors, LLC
Robert Bull IV is a financial advisor at X Advisors, LLC with 37 years of industry experience. He holds Series 63 and Series 65 registrations and has held various roles in firms including Stratosphere Capital LLC and Aufhauser Securities. Bull serves as chief compliance officer at X Advisors and is involved in several consulting and compliance roles across multiple financial entities. X Advisors, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and employer-sponsored retirement plans. The firm offers tailored portfolios that use a mix of individual securities and alternative investments, employing both active management and indexing strategies, and provides both discretionary and non-discretionary advisory services.
Series 65, Series 63
Santa Maria, CA
X Advisors, LLC
Alexander Koury is a financial advisor at X Advisors, LLC with one year of industry experience. He holds Series 63 and Series 65 designations and has worked with firms including Paxton Consulting Group and Independent Financial Group LLC. Outside of his advisory role, Koury owns and manages a consulting firm focused on online media marketing. X Advisors, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm offers tailored portfolios featuring a mix of individual securities, mutual funds, and alternative investments, alongside both discretionary and non-discretionary advisory services.
Series 63
Santa Maria, CA
X Advisors, LLC
Gary Benson is a financial advisor with X Advisors, LLC, holding a Series 63 designation and 42 years of industry experience. His prior roles include senior positions at Pash & Benson International LLC, NPB Financial Group LLC, and Independent Financial Group, LLC. Outside of his advisory work, he serves as an officer and director in an insurance-related business and consults for a tax and investment purposes entity. X Advisors, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm offers tailored portfolios utilizing stocks, bonds, ETFs, mutual funds, options, and alternative investments, combining indexing and active strategies with both discretionary and non-discretionary advisory services.
Series 65
Nipomo, CA
Miles Brown Asset Management
Paul Kramer is a financial advisor at Miles Brown Asset Management with a Series 65 credential and one year of industry experience. His prior work includes roles at Kramer Wealth Management, Miles Brown and Associates, and several companies outside of finance, such as OhmConnect Inc and Vision Dental Plan Inc. Miles Brown Asset Management provides fee-only, fiduciary advisory services to individuals, families, trusts, and retirement and profit-sharing plans. The firm offers discretionary investment management using individual securities, mutual funds, ETFs, and options, along with a proprietary automated ETF-only platform for smaller accounts.
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