Henley Advisors, LLC

Henley Advisors, LLC (CRD# 281983) is a financial advisory firm headquartered in Lakeland, FL. They manage $10,579,760 in 286 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    286
    ACCOUNTS
  • Average Account Value
    $36,992
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, LA

Financial Advisors at Henley Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Bill D. Henley
CRD#: 5286750
631 Midflorida Drive, Lakeland, FL 33813
96
Wealthminder
score

Bill Henley (CRD# 5286750) is an Investment Advisor Representative working at Henley Advisors, LLC in Lakeland, FL and has over 6 years of experience in the finance industry. Bill Henley 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.

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