Bill HenleyCRD 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 6 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.
Allen & Company Of Florida, Inc.
Lpl Financial LLC
J. W. Cole Advisors, Inc.
|Henley Advisors, LLC||Lakeland, FL||Dec 2015 - Current||2|
|Henley Financial Group, LLC||Lakeland, FL||Dec 2012 - Current||5|
|Psychological & Neurobehavioral Services, Pa||Lakeland, FL||Sep 2000 - Current||17|
|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|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2011|
Total Assets Under Management11MILLIONS
Total Number of Accounts286ACCOUNTS
Average Account Value$36,992
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Pension consulting services
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