Bill Henley, financial advisor Lakeland FL
93 score

Bill Henley

CRD Number: 5286750
Current Firm: Henley Advisors, LLC

Bill Henley (CRD# 5286750) is an Investment Advisor Representative working at Henley Advisors, LLC in Lakeland, FL and has over 5 years of experience in the finance industry. Bill 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.

Similar Advisors
Nathan Amann, financial advisor Lakeland FL
Nathan D. Amann
CRD# 5516499
Allen & Company Of Florida, Inc.
Similar Advisors
Kurt Anderson, financial advisor Lakeland FL
Kurt A. Anderson
CRD# 2241839
Usaa Financial Planning Services
Similar Advisors
Matthew Antos, financial advisor Lakeland FL
Matthew J. Antos
CRD# 2688701
Lpl Financial LLC
Professional Designations
Company Name Location Dates Years
Henley Advisors, LLC Lakeland, FL Dec 2015 - Current < 1
Henley Financial Group, LLC Lakeland, FL Dec 2012 - Current 3
Psychological & Neurobehavioral Services, Pa Lakeland, FL Sep 2000 - Current 16
Gradient Advisors, LLC Shoreview, MN Jan 2013 - Dec 2015 2
Hollee Kier Clearwater, FL Apr 2010 - Dec 2012 2
Northwestern Mutual Investment Services, LLC Winter Haven, FL May 2007 - Dec 2012 5
Northwestern Mutual Life Insurance Company Milwaukee, WI Jan 2007 - Apr 2010 3
Sears Winter Park, FL Nov 1993 - Jan 2007 13
Uga Tampa, FL May 2006 - Dec 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2011
Contact Info for Bill D. Henley
Phone Number: 863-797-4996
Registered State(s):
  • FL
  • LA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.