Brett Henderson (CRD# 4789321) is an Investment Advisor Representative working at Independent Financial Partners in Tampa, FL and has over 19 years of experience in the finance industry.
CRD# 6525251
Truist Advisory Services, Inc.
CRD# 4508553
Raymond James & Associates, Inc.
CRD# 5161601
Amuni Financial, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ifp Securities LLC | Tampa, FL | Apr 2020 - Current | 4 |
| Independent Financial Partners | Tampa, FL | Apr 2020 - Current | 4 |
| Triad Advisors | Norcross, GA | Jun 2018 - Apr 2020 | 1 |
| Resources Investment Advisors | Overland Park, KS | May 2018 - Apr 2020 | 1 |
| Ubs Financial Services Inc. | Beverly Hills, CA | Jan 2009 - May 2018 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2004 |
- AZ
- CA
- FL
- LA
- MT
- TX
-
Total Assets Under Management9,761MILLIONS
-
Total Number of Accounts37,391ACCOUNTS
-
Average Account Value$261,062
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.