Brian Hensley (CRD# 5983066) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Sarasota, FL and has over 10 years of experience in the finance industry. Brian Hensley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6120456
Sage Wealth Consulting, LLC
CRD# 5983189
Edward Jones
CRD# 6312608
Advice And Planning Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Brokerage Services LLC | Sarasota, FL | Jan 2020 - Current | 4 |
| Unemployed | Sarasota, FL | Sep 2019 - Dec 2019 | < 1 |
| Mutual Securities, Inc. | Camarillo, CA | Aug 2018 - Aug 2019 | 1 |
| Intellicents Investment Solutions | Albert Lea, MN | Sep 2017 - Aug 2019 | 1 |
| Cetera Advisors LLC | Denver, CO | Oct 2017 - Aug 2018 | < 1 |
| Mml Investors Services | Albert Lea, MN | Feb 2014 - Sep 2017 | 3 |
| Massmutual Life Insurance Co | Albert Lea, MN | Sep 2013 - Sep 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2014 |
- FL
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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