James HenryCRD Number: 6260633
Current Firm: Cornerstone Wealth
James Henry (CRD# 6260633) is an Investment Advisor Representative working at Cornerstone Wealth in Aiken, SC and has over 3 years of experience in the finance industry.
Stifel, Nicolaus & Company, Incorporated
Wells Fargo Advisors, LLC
Lpl Financial LLC
|Cornerstone Financial Advisors||Aiken, SC||Nov 2013 - Current||3|
|Lpl Financial LLC||Aiken, SC||Nov 2013 - Current||3|
|Murphy & Murphy, Cpas||Augusta, GA||Aug 2003 - Oct 2013||10|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2014|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Criminal Record
Total Assets Under Management613MILLIONS
Total Number of Accounts3,562ACCOUNTS
Average Account Value$171,956
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AL, CA, CO, FL, GA, IN, LA, NC, NJ, NY, PA, SC, TN, TX, VA
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