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.
Summit Financial Group Inc.
Heritage Financial Planning
Brightscape Investment Centers
|Global Wealth Advisors||Dallas, TX||Jul 2008 - Current||11|
|Commonwealth Financial Network||Waltham, MA||Apr 2008 - Current||11|
|Lincoln Financial Advisors||Dallas, TX||Oct 2003 - May 2008||4|
|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 Management85,215MILLIONS
Total Number of Accounts388,288ACCOUNTS
Average Account Value$219,462
- 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)
- 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, VI, VT, WA, WI, WV, WY
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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