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
CFP®, Series 63, Series 65
Experience Industry experience
19 years
Location
Texarkana, AR 71854
Eagle Strategies (NY Life)
Enterprise
Paul Magness II is a financial advisor with Eagle Strategies (New York Life) in Texarkana, AR, holding CFP®, Series 63, and Series 65 designations and bringing 19 years of industry experience. He has been associated with Eagle Strategies since 2009 and has operated Magness Financial Group LLC since 2011. Outside of his advisory work, he serves as Chairman of the Board of Elders and Worship Pastor at Heritage Church, where he manages volunteers and coordinates the music program. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated adviser representatives. The firm emphasizes tailored recommendations across multiple program types and manages the majority of its assets on a non-discretionary basis, including fiduciary services for retirement investors.
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
Texarkana, AR
300 N Stateline Avenue
Texarkana AR 71854
Advisors at this office
3
Arkansas · Louisiana · Texas
19 years of industry experience
Magness Financial Group Llc
2011 - Present • 15 years
Texarkana, AR
Eagle Strategies (NY Life)
2009 - Present • 17 years
Texarkana, AR
NYLIFE Securities LLc
2007 - Present • 19 years
Shreveport, AR
New York Life Ins. Company
2006 - Present • 20 years
Shreveport, LA
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 63, Series 65
Texarkana, TX
Garrett Investment Advisory Services, LLC
Keith Garrett is a financial advisor at Garrett Investment Advisory Services, LLC with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked in both investment advisory and automotive sales roles, including at the Ohlson Group and Orr Hyundai. Garrett is also the sole owner of Garrett Research LLC, an online financial publication company. Garrett Investment Advisory Services, LLC provides investment supervisory services and individual portfolio management to a small number of clients, including both non–high-net-worth and high-net-worth individuals. The firm develops customized portfolios and emphasizes mutual fund and ETF analysis with ongoing monitoring of holdings and market conditions.
CFA®
Texarkana, TX
Corvum Investment Management
Charles Blaylock is a CFA® charterholder and the sole advisor at Corvum Investment Management with six years of industry experience. He is also an Associate Professor of Finance at Texas A&M University - Texarkana. Prior to his current roles, he worked at Henderson State University for eleven years. Corvum Investment Management is an independent firm providing fee-only investment management and financial planning to individuals, families, charitable organizations, businesses, and financial professionals. The firm employs a blend of passive and active investment strategies and offers discretionary portfolio management, including sub-advisory services for registered investment advisers.
Series 65
Texarkana, TX
Floyd Capital Management
Koltlon Johnson is a financial advisor at Floyd Capital Management with one year of industry experience. He holds a Series 65 designation and has worked at Floyd Capital Management since 2024. His prior roles include positions at Koch Energy Services, Texas A&M University, and Cheniere Energy, among others. Floyd Capital Management provides discretionary portfolio management to individuals, retirement and profit-sharing plans, trusts, charitable organizations, and business entities. The firm manages client assets primarily through exchange-traded funds and mutual funds, using an asset-allocation, trend-based approach focused on scaling into investments during uptrends and moving to money market funds during downturns.
Series 65
Texarkana, TX
Floyd Capital Management
Benjamin Le Grand is a financial advisor at Floyd Capital Management with one year of industry experience. He holds a Series 65 designation and has prior work experience at Patterson Nissan, Texas A&M University, and Pleasant Grove Independent School District. Floyd Capital Management provides discretionary portfolio management to individuals, retirement and profit-sharing plans, trusts, charitable organizations, and business entities, primarily using exchange-traded funds and mutual funds. The firm employs an asset-allocation, trend-based approach focused on managing risk and opportunity through active portfolio adjustments and provides quarterly performance reviews alongside custodial statements.
CFP®, Series 63, Series 66
Texarkana, TX
Carroll Advisory Group
Alexander Davis is a CFP® certificant with four years of industry experience. He currently works at Carroll Advisory Group and previously held roles at Strategic Financial Concepts, LLC, and Fidelity Investments. Outside of finance, he has experience running a lawn service business. Carroll Advisory Group serves individual and high-net-worth clients, charitable organizations, corporations, and insurance companies. The firm provides comprehensive investment management and financial planning, using both fundamental and technical analysis to tailor diversified portfolios primarily managed on a discretionary basis.
CFP®, Series 63, Series 66
Texarkana, TX
Carroll Advisory Group
Devin Carroll is a CFP® professional with 23 years of industry experience. He is currently with Carroll Advisory Group and has previously worked at Cogent Advisory Group LLC and LPL Financial, LLC. Outside of his advisory work, he owns Carroll Media Properties, which produces content focused on Social Security, Medicare, and retirement-related topics. Carroll Advisory Group serves individual and high-net-worth clients, charitable organizations, corporations, and insurance companies. The firm provides comprehensive investment management and financial planning services, employing both fundamental and technical analysis to create diversified, discretionary portfolios tailored to client suitability and tax considerations.
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