Gary HendersonCRD Number: 3074897
Current Firm: Lpl Financial LLC
Gary Henderson (CRD# 3074897) is an Investment Advisor Representative working at Lpl Financial LLC in Jupiter, FL and has over 19 years of experience in the finance industry.
Davis Private Wealth, LLC
Castle Wealth Management
Financial Security Services, LLC
|Lpl Financial, LLC||Palm Beach Gardens, FL||Jul 2016 - Current||1|
|Cuso Financial Services, LP||San Diego, CA||Jan 2015 - Jul 2016||1|
|Comcast/nbc Universal||Palm Beach Gardens, FL||Aug 2014 - Jan 2015||< 1|
|Cetera Investment Advisers LLC||Delray Beach, FL||Jan 2014 - Aug 2014||< 1|
|Regions Bank||Delray Beach, FL||May 2013 - Aug 2014||1|
|Cetera Investment Services||St. Cloud, MN||May 2013 - Aug 2014||1|
|Suntrust Investment Services, Inc.||Atlanta, GA||Apr 2011 - May 2013||2|
|Suntrust Bank||Boca Raton, FL||Apr 2011 - Jun 2011||< 1|
|Weiss Capital Securities||Palm Beach Gardens, FL||Sep 2006 - Jan 2011||4|
|Weiss Capital Management, Inc.||Palm Beach Gardens, FL||Sep 2006 - Jan 2011||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1998|
|S65||NASAA Investment Advisors Law Examination||Aug 1998|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
Total Assets Under Management117,248MILLIONS
Total Number of Accounts551,780ACCOUNTS
Average Account Value$212,490
- 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, WY
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