Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anna? Claim Your ProfileAnna Katharyn Hendrix is an investment advisor representative registered with SCS Capital Management LLC. Anna has been in the financial industry for over 20 years and has experience with both brokerage and investment advisory services. Prior to joining SCS Capital Management LLC, Anna was associated with Edge Capital Group, LLC, and Edge Capital Partners, LLC. Anna is also a Certified Financial Planner. Anna is registered with the state of Georgia. SCS Capital Management LLC is a registered investment advisor with the SEC and has over $30 billion in assets under management. SCS Capital Management LLC provides a variety of advisory services, including financial planning, portfolio management, selection of other advisors, and credit, cash management and insurance solutions.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Credit, cash management, and insurance solutions
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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GA
02/07/2025 - Present
SCS Capital Management LLC (Atlanta GA)
GA
01/27/2010 - 12/31/2017
EDGE CORPORATE FINANCE, LLC (ATLANTA GA)
GA
07/08/2009 - 10/23/2009
INVESTORS CAPITAL CORP. (ATLANTA GA)
NJ
03/25/2002 - 07/02/2002
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NY
04/29/1999 - 03/26/2002
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NJ
09/20/1994 - 03/26/1999
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
BOTH
Issued 08/13/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/04/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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