William Henn (CRD# 4041370) is an Investment Advisor Representative working at The Strategic Financial Alliance in Temple, TX and has over 24 years of experience in the finance industry. William Henn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6472383
Raymond James Financial Services Advisors, Inc.
CRD# 6678405
Edward Jones
CRD# 2087394
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Strategic Financial Alliance, Inc. | Atlanta, GA | Oct 2003 - Current | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 1999 |
- CA
- TX
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Total Assets Under Management334MILLIONS
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Total Number of Accounts1,360ACCOUNTS
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Average Account Value$245,598
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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