Lance Henley (CRD# 3265080) is an Investment Advisor Representative working at Householder Group Estate & Retirement Specialists in Brandon, MS and has over 24 years of experience in the finance industry.
CRD# 4521298
Bergland Wealth Management, Inc.
CRD# 1649163
Primerica Advisors
CRD# 1669173
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Householder Group Estate & Retirement Specialists | Branden, MS | Mar 2016 - Current | 8 |
| Lpl Financial LLC | Madison, MS | Sep 2009 - Current | 14 |
| Mutual Service Corporation | Madison, MS | Jun 2005 - Current | 18 |
| Larry Henley Agency | Madison, MS | May 1999 - Current | 24 |
| Fortis Insurance Company | Madison, MS | May 1999 - Current | 24 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1999 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2003 |
- LA
- MS
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Total Assets Under Management1,306MILLIONS
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Total Number of Accounts6,706ACCOUNTS
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Average Account Value$194,748
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- 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, WA, WI, WV, WY
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