Desmond Henry
CRD Number: 5479226Current Firm: Cambridge Investment Research Advisors, Inc.
Compensation Model: Fee Only
Desmond Henry is a fee-only CERTIFIED FINANCIAL PLANNER™ and Founder of Afflora Financial Life Planning in his hometown of Topeka, Kansas. Desmond specializes in providing financial planning and investment management for retirees, those approaching retirement, and widows. You can learn more at www.AffloraFLP.com.
Disclosures:
Investment Advisory Services offered by Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Afflora Financial Life Planning, LLC are not affiliated. 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 putclients' interests first and comply with the Financial Planning Practice Standards.
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| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Jun 2016 - Current | 6 |
| U.s. Bancorp Investments, Inc. | Topeka, KS | Jan 2008 - Jun 2016 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2008 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2009 |
- KS
- TX
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Total Assets Under Management82,247MILLIONS
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Total Number of Accounts382,713ACCOUNTS
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Average Account Value$214,906
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Market timing services
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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