Bryn HenryCRD 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.
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.
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.
|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|
|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|
Total Assets Under Management52,073MILLIONS
Total Number of Accounts229,200ACCOUNTS
Average Account Value$227,194
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- 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, VI, VT, WA, WI, WV
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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.