Eric Henderson (CRD# 5981498) is an Investment Advisor Representative working at East Horizon Investments in Cambridge, MA and has 1 year of experience in the finance industry. Eric Henderson 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# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Plum Pointe Wealth Management, Ltd | Providence, RI | Oct 2018 - Current | 5 |
| East Horizon Investments LLC | Cambridge, MA | May 2011 - Current | 12 |
- FL
- MA
- TX
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Total Assets Under Management34MILLIONS
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Total Number of Accounts69ACCOUNTS
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Average Account Value$494,188
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, MA, TX
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