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 65
Experience Industry experience
22 years
Location
Meridian, MS 39305
Eagle Strategies (NY Life)
Enterprise
Richard Hamner is a financial advisor with Eagle Strategies (NY Life) based in Meridian, MS, holding Series 63 and Series 65 credentials with 22 years of industry experience. He has worked with Eagle Strategies since 2019 and operates Hamner Financial Group, LLC, through which he brokers insurance products. Outside of his advisory work, Hamner is involved in his local community as a finance committee member and kids ministry leader at Highland Baptist Church and owns a charter boat fishing and sightseeing business. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored advice and offers multiple program types, with the majority of assets managed on a non-discretionary basis under 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
Meridian, MS
3910 N Hills Street
Meridian MS 39305
Advisors at this office
1
Mississippi · Texas
22 years of industry experience
Eagle Strategies (NY Life)
2019 - Present • 7 years
Meridian, MS
Hamner Financial Group, LLC
2012 - Present • 14 years
Meridian, MS
NYLIFE Securities LLc
2006 - Present • 20 years
Jackson, MS
New york Life Insurance Company
2006 - Present • 20 years
Jackson, MS
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 66
Meridian, MS
Summit Wealth Group
Stephen Crawford is a financial advisor with Summit Wealth Group in Meridian, MS, holding a Series 66 credential and five years of industry experience. He has worked at Summit Wealth Group and Commonwealth Financial Network, among other financial institutions. He is also the owner of First Cahaba Investments LLC, a private entity established to support his advisory and insurance business. Summit Wealth Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs customized target allocations and a variety of analytical approaches, offering discretionary investment management, standalone financial planning, family office services, and retirement plan advisory.
CFP®, Series 66
Meridian, MS
Summit Wealth Group
Gary James is a CFP® professional with 26 years of industry experience. He currently serves as vice president and co-owner at Summit Wealth Group and has held prior roles at Commonwealth Financial Network, LPL Financial, and UBS Financial Services. Outside of his advisory work, he is co-owner of a marketing company based in Colorado. Summit Wealth Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs customized investment strategies tailored to each client’s profile and uses various analytical approaches, including third-party money managers and sub-advised models, with ongoing account monitoring.
Series 65
Meridian, MS
Sound Income Strategies, LLC
Nathan Cox is a financial advisor with Sound Income Strategies, LLC, holding a Series 65 designation and seven years of industry experience. He is also involved with Retirement Income Solutions and Secure Retirement Solutions of Tennessee. Outside of his advisory roles, Cox holds ownership interests in agricultural and livestock sales and is a partial owner of a dog grooming business. Sound Income Strategies serves a diverse client base including individuals, corporations, pension plans, and other advisors, providing asset management, financial planning, ERISA plan services, and co- and sub-advisory arrangements. The firm’s investment approach focuses on fixed-income and income-oriented strategies, combining fundamental and technical analysis to tailor portfolios across discretionary and non-discretionary platforms.
Series 66
Meridian, MS
Summit Wealth Group
Lacey Morrison is a financial advisor at Summit Wealth Group in Meridian, MS, holding a Series 66 credential with 10 years of industry experience. She has been with Summit Wealth Group and its related entities since 2015, including a two-year tenure at Commonwealth Financial Network. Summit Wealth Group LLC provides wealth management and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a customized investment approach that incorporates various analytical methods and frequently utilizes third-party money managers and sub-advised models.
Series 66
Meridian, MS
First Command Advisory Services
Thomas Booker is a financial advisor with First Command Advisory Services in Meridian, MS, holding a Series 66 designation and three years of industry experience. His prior work includes positions at Woodstock Furniture and Wal-Mart. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team.
Series 66
Meridian, MS
&PARTNERS
Roy Lamar is a financial advisor at &PARTNERS with 18 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 16 years. Outside of his advisory role, Lamar serves as a commissioner for the Meridian Airport Authority. &PARTNERS serves a broad mix of individual and institutional clients, offering investment management, financial and tax planning, ERISA consulting, and brokerage services. The firm utilizes a combination of fundamental, technical, and quantitative analyses along with both proprietary and third-party strategies.
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