Henry LakeCRD Number: 1918271
Current Firm: Investment Centers Of America, Inc.
Henry Lake (CRD# 1918271) is an Investment Advisor Representative working at Investment Centers Of America, Inc. in Hillsboro, TX and has over 28 years of experience in the finance industry.
Perryman Financial Advisory, Inc.
Lpl Financial LLC
|Investment Centers Of America||Hillsboro, TX||Dec 2013 - Current||3|
|Lpl Financial, LLC||Hillsboro, TX||Mar 1999 - Dec 2013||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1989|
|S65||NASAA Investment Advisors Law Examination||Apr 2015|
Total Assets Under Management3,133MILLIONS
Total Number of Accounts23,134ACCOUNTS
Average Account Value$135,424
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV