Mark HenryCRD Number: 3003511
Current Firm: Stewardship Advisory Group, LLC
Mark Henry (CRD# 3003511) is an Investment Advisor Representative working at Stewardship Advisory Group, LLC in Scottsdale, AZ and has over 18 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Newman's Financial Planning
Woodbury Financial Services, Inc.
|Stewardship Advisory Group, LLC||Ocoee, FL||Apr 2013 - Current||3|
|Legal Lifeguard||Carefree, AZ||Jun 2012 - Current||4|
|United Planners' Financial Services||Scottsdale, AZ||Mar 2011 - Current||5|
|Independent Insurance ~ Mark Henry||Scottdale, AZ||Mar 2011 - May 2016||5|
|Mark Henry -book Author||Carefree, AZ||Dec 2003 - Jan 2013||9|
|Legacy Wealth Strategies||Scottsdale, AZ||Jan 2001 - Mar 2011||10|
|Qa3 Financial Corp||Omaha, NE||Sep 2006 - Feb 2011||4|
|G. A. Repple & Company||Pittsburgh, PA||Oct 1998 - Sep 2006||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1998|
|S65||NASAA Investment Advisors Law Examination||Feb 2006|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Judgments / Liens
Total Assets Under Management115MILLIONS
Total Number of Accounts686ACCOUNTS
Average Account Value$167,341
- 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)
- Educational seminars/workshops
AL, AZ, CA, CO, CT, FL, GA, ID, IL, IN, KS, MD, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NY, OH, OK, PA, SC, TN, TX, VA, WA, WI
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