Grover Henson (CRD# 1001039) is an Investment Advisor Representative working at Planmember Securities Corporation in Irvington, NY and has over 22 years of experience in the finance industry.
CRD# 718407
Osaic Wealth, Inc.
CRD# 5834533
Charles Schwab & Company, Inc.
CRD# 5837317
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Planmember Securities Corporation | Carpinteria, CA | Oct 2022 - Current | 1 |
| Florida Homestead Check | Jacksonville, FL | Oct 2019 - Current | 4 |
| Curtis Henson (independent Agent) | Cornelius, NC | Apr 2012 - Current | 12 |
| J.w. Cole Financial, Inc. | Tampa, FL | Jun 2012 - Oct 2022 | 10 |
| J.w. Cole Advisors, Inc. | Tampa, FL | Jun 2012 - Oct 2022 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2002 |
- FL
- TX
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Total Assets Under Management8,276MILLIONS
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Total Number of Accounts69,347ACCOUNTS
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Average Account Value$119,336
- 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
- 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, VT, WA, WI, WV, WY
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