Bryn Henry, financial advisor Dallas TX
101 score

Bryn Henry

CRD Number: 4465166
Current Firm: Commonwealth Financial Network
Compensation Model: Fee Only

Bryn Henry (CRD# 4465166) is an Investment Advisor Representative working at Commonwealth Financial Network in Dallas, TX and has over 14 years of experience in the finance industry.

CONTACT
Advisory Practice Details
Investment Strategy:

We are a fee based independent wealth management firm that specializes in the accumulation, distribution and transfer process. The goal is to build a solid foundation as we assume that their will be ongoing changes throughout the various phases of your financial life. Our first focal point is always the risk management process in which we identify the appropriate amount of risk to be taken by each client and then reviewed periodically.  We will then back in the proper investment selections based the clients risk to meet their respective goals and objectives. 

Planning Process:

We are comprehensive financial planners and want to assume the role that we are a one stop resource for any and all financial concerns.  There is an extreme focus on income planning and determining the various gaps in everyone's existing plan to account for all of the unknown factors.

Professional Designations
Company Name Location Dates Years
Global Wealth Advisors Dallas, TX Jul 2008 - Current 8
Commonwealth Financial Network Waltham, MA Apr 2008 - Current 8
Lincoln Financial Advisors Dallas, TX Oct 2003 - May 2008 4
Degree School Major Graduation Date
Bachelor of Science University of Texas Bachelor of Business Administration -
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2002
S7 General Securities Representative Examination (GS) Apr 2002
Contact Info for Bryn T. Henry
By the Numbers
  • Total Assets Under Management
    52,073
    MILLIONS
  • Total Number of Accounts
    229,200
    ACCOUNTS
  • Average Account Value
    $227,194
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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, VI, VT, WA, WI, WV

Firm Disclaimer:

This communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, GA, IL, IN, LA, NJ, NY, OH, PA, SC, and TX. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Securities and Advisory Services offered through Commonwealth Financial Network. Member FINRA, SIPC, A Registered Investment Advisor. www.FINRA.org / www.SIPC.org. Global Wealth Advisors, 18170 Dallas Parkway, Suite 103, Dallas TX 75287. 972.931.3818

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101
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Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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