Henry BurtCRD Number: 2014291
Current Firm: Lpl Financial LLC
Henry Burt (CRD# 2014291) is an Investment Advisor Representative working at Lpl Financial LLC in Princeton, IL and has over 28 years of experience in the finance industry.
Investment Centers Of America, Inc.
Principal Securities, Inc.
|Lpl Financial LLC||Princeton, IL||May 2015 - Current||2|
|Heartland Bank &trust||Princeton, IL||May 2015 - Current||2|
|Oneamerica Securities||Lasalle, IL||Jan 2013 - May 2015||2|
|American United Life||Lasalle, IL||Jan 2013 - May 2015||2|
|New England Securities||Lasalle, IL||Feb 1991 - Jan 2013||21|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1990|
Total Assets Under Management112,086MILLIONS
Total Number of Accounts531,091ACCOUNTS
Average Account Value$211,049
- 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