Advisor at Equitable Advisors
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.
Firm
Equitable Advisors
Location
Defuniak Springs, FL 32435
Credentials
Series 66
Industry experience
< 1 year
Bethany Joyner is a financial advisor with Equitable Advisors and holds a Series 66 designation. She has one year of industry experience, having previously worked at Primerica Financial Services. Outside of her advisory role, she volunteers as a bookkeeper for Sanford & Sisters. Equitable Advisors serves a broad client base including individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning and access to asset management through third-party managers and a hybrid referral and implementation model.
Based on Equitable Advisors
Based on Equitable Advisors
Flat fees are charged for some financial planning services, including seminars and corporate planning, but specific amounts are not detailed
$0 - $10,000: Not explicitly stated in provided text $10,000 - $2,000,000: Varies by TAMP and program, specific tiers not detailed in excerpt $50,000+: Specific to Signature Investment Advisors’ program
Commission received when clients purchase investments or insurance products through the broker-dealer or insurance agent affiliates
Hourly charges reported in SEC Form ADV Part 1 but specific rates not provided in brochure excerpt
Account minimum: Varies by program, generally ranging from $10,000 to $2 million for TAMP programs; $50,000 minimum for Signature Investment Advisors, LLC program; some programs have no stated minimum Fee-only: Fee-based financial planning programs and asset management services with fees based on assets under management or negotiated fees for planning
694 Baldwin Avenue, Suite 2
Defuniak Springs, FL 32435
Florida · Texas
Equitable Advisors
2025 - Present (1 year)
Primerica Financial Services
2024 - 2025 (1 year)
Sanford & Sisters
2015 - Present (11 years)
Unemployed
2003 - 2024 (21 years)
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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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.
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