Thomas HenryCRD Number: 1161605
Current Firm: Lincoln Investment
Thomas Henry (CRD# 1161605) is an Investment Advisor Representative working at Lincoln Investment in Phoenixville, PA and has over 34 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Triad Advisors, Inc.
Sensenig Capital Advisors, Inc.
|Lincoln Investment Planning, Inc.||Jenkintown, PA||Jun 1983 - Current||34|
|Mass Indemity & Life Ins Company||Atlanta, GA||Jun 1981 - Current||36|
|Pottstown School District||Pottstown, PA||Sep 1969 - Current||48|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1983|
Total Assets Under Management5,982MILLIONS
Total Number of Accounts93,933ACCOUNTS
Average Account Value$63,688
- 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
- Selection of other advisers (including private fund managers)
- Market timing services
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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