Alan Hensley, financial advisor Seattle WA
93 score

Alan Hensley

CRD Number: 5379067
Current Firm: Merriman

Alan Hensley (CRD# 5379067) is an Investment Advisor Representative working at Merriman in Seattle, WA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Merriman Wealth Management, LLC Seattle, WA Feb 2016 - Current < 1
Lpl Financial, LLC Seattle, WA Mar 2011 - Feb 2016 4
Wells Fargo Advisors, LLC Seattle, WA Jan 2011 - Mar 2011 < 1
Wells Fargo Investments Seattle, WA Jul 2007 - Mar 2011 3
Wells Fargo Bank Seattle, WA Sep 2005 - Mar 2011 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2007
Contact Info for Alan H. Hensley
Phone Number: 206-285-8877
Firm Website: http://www.merriman.com
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    2,209
    MILLIONS
  • Total Number of Accounts
    5,166
    ACCOUNTS
  • Average Account Value
    $427,546
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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