Gary Henderson, financial advisor Jupiter FL
81 score

Gary Henderson

CRD 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 18 years of experience in the finance industry.

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Company Name Location Dates Years
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
Raymond James Financial Services, Inc. North Palm Beach, FL Feb 2005 - Sep 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1998
S65 NASAA Investment Advisors Law Examination Aug 1998
Disclosure Information

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
Get Details on the FINRA Advisor Check site
Contact Info for Gary E. Henderson
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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

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BADGES
81

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