Steven Henderson (CRD# 2581092) is an Investment Advisor Representative working at Merit Financial Advisors in Tulsa, OK and has over 29 years of experience in the finance industry. Steven Henderson 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# 6013679
Burkholder Wealth Management
CRD# 6163683
Sageoak Financial, LLC
CRD# 6250526
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Merit Financial Group, LLC | Tulsa, OK | Jan 2021 - Current | 3 |
Lpl Financial, LLC | Tulsa, OK | Jan 2021 - Current | 3 |
Harrison Henderson, Pllc | Tulsa, OK | Feb 2014 - Current | 10 |
Avantax Investment Services, Inc. | Tulsa, OK | Oct 2019 - Jan 2021 | 1 |
Avantax Advisory Services | Irving, TX | Oct 2019 - Jan 2021 | 1 |
Avantax Insurance Services, Inc. | Tulsa, OK | Oct 2003 - Jan 2021 | 17 |
1st Global Advisors, Inc. | Tulsa, OK | Oct 1995 - Oct 2019 | 24 |
1st Global Capital Corp. | Tulsa, OK | Jan 1995 - Oct 2019 | 24 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 1995 |
S65 | NASAA Investment Advisors Law Examination | Sep 1995 |
- OK
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Total Assets Under Management7,252MILLIONS
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Total Number of Accounts25,088ACCOUNTS
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Average Account Value$289,068
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- 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, VI, VT, WA, WI, WV, WY
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