William Henry (CRD# 7306289) is an Investment Advisor Representative working at Lpl Financial LLC in Ridgeland, MS and has over 2 years of experience in the finance industry.
CRD# 4521298
Bergland Wealth Management, Inc.
CRD# 1649163
Primerica Advisors
CRD# 1669173
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Jackson, MS | Nov 2022 - Current | 1 |
| Cadence Bank | Jackson, MS | Nov 2022 - Current | 1 |
| Bancorpsouth | Jackson, MS | Oct 2022 - Nov 2022 | < 1 |
| Infinex Investments, Inc. | Meriden, CT | Oct 2022 - Nov 2022 | < 1 |
| Nicholas Fiorito | Ridgeland, MS | Aug 2022 - Oct 2022 | < 1 |
| Northwestern Mutual Investment Services LLC | Ridgeland, MS | Jan 2021 - Oct 2022 | 1 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Dec 2021 - Aug 2022 | < 1 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Dec 2020 - Aug 2022 | 1 |
| Southern Farm Bureau | Jackson, MS | Sep 2017 - Nov 2020 | 3 |
| Liberty National | Birmingham, AL | Jun 2016 - Sep 2017 | 1 |
| Freshii | Flowood, MS | Apr 2015 - May 2016 | 1 |
| Newks | Ridgeland, MS | Jun 2012 - Mar 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2023 |
| S63 | Uniform Securities State Law Examination | Sep 2021 |
- MS
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
-
Average Account Value$242,588
- 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, 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.