Mark Henry (CRD# 3003511) is an Investment Advisor Representative working at Virtue Wealth Counsel, LLC in Tyler, TX and has over 26 years of experience in the finance industry.
CRD# 5847302
Edward Jones
CRD# 4197193
Raymond James Financial Services Advisors, Inc.
CRD# 1873198
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Virtue Wealth Counsel, LLC | Omaha, NE | May 2019 - Current | 4 |
| Mark Henry D/b/a/ Stewardship Planned Giving | Tyler, TX | Mar 2011 - Current | 13 |
| East Texas Catholic Foundation | Tyler, TX | Jan 2018 - Sep 2021 | 3 |
| Stewardship Advisory Group, LLC | Ocoee, FL | Apr 2013 - May 2019 | 6 |
| United Planners' Financial Services | Scottsdale, AZ | Mar 2011 - May 2019 | 8 |
| Independent Insurance ~ Mark Henry | Scottdale, AZ | Mar 2011 - May 2016 | 5 |
| Legal Lifeguard | Carefree, AZ | Jun 2012 - Jan 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1998 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2006 |
- AZ
- TX
-
Total Assets Under Management25MILLIONS
-
Total Number of Accounts100ACCOUNTS
-
Average Account Value$250,000
- 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
AZ, IA, NE, TX
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