Bryn Henry, financial advisor Plano TX

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
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Company Name Location Dates Years
Guided Path Financial Corsicana, TX Oct 2017 - Current 6
Commonwealth Financial Network Waltham, MA Apr 2008 - Current 15
Global Wealth Advisors Dallas, TX Jul 2008 - Oct 2017 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2002
Contact Info for Bryn T. Henry
By the Numbers
  • Total Assets Under Management
    146,387
    MILLIONS
  • Total Number of Accounts
    585,629
    ACCOUNTS
  • Average Account Value
    $249,965
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
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, WY

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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Data verified by both the advisor and the public regulatory data.

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