William Henley (CRD# 6640767) is an Investment Advisor Representative working at Larsen Wealth Management in El Dorado Hills, CA and has 1 year of experience in the finance industry. William Henley 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# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 2923073
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lwm Advisors, Inc. | El Dorado Hills, CA | Oct 2023 - Current | < 1 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Dec 2021 - Sep 2023 | 1 |
| Larsen Wealth Management | El Dorado Hills, CA | Apr 2016 - Sep 2023 | 7 |
| California State University, Sacramento | Sacramento, CA | Aug 2014 - Dec 2016 | 2 |
| Los Rios Community College Bookstore | Folsom, CA | Aug 2013 - Feb 2016 | 2 |
| Global Expansion Concepts | Rancho Cordova, CA | Sep 2015 - Nov 2015 | < 1 |
| Allen & Allen, LLP | Folsom, CA | Jan 2015 - Aug 2015 | < 1 |
| Folsom Lake College | Folsom, CA | Aug 2011 - Dec 2014 | 3 |
| Oyster Consulting | Glen Allen, VA | Jun 2014 - Aug 2014 | < 1 |
- CA
-
Total Assets Under Management120MILLIONS
-
Total Number of Accounts454ACCOUNTS
-
Average Account Value$265,092
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, TX
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