Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian William Henricks is a financial advisor with over 17 years of experience in the industry. Brian currently works for M Holdings Securities, Inc. and is registered with FINRA. Brian holds multiple licenses including Series 6, 7, 24, and 63. Previously, Brian worked at The Leaders Group, Inc., P.J. Robb Variable Corporation, Pruco Securities, LLC., Hartford Equity Sales Company Inc. and Valmark Securities, Inc.. Brian specializes in Financial Planning, Pension Consulting, Educational Seminars, Publication of Periodicals, Selection of Other Advisors, Portfolio Management for Businesses, Portfolio Management for Individuals, and Portfolio Management for Investment Companies.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
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2
CA
11/29/2022 - Present
M Holdings Securities, Inc. (SAN FRANCISCO CA)
CO
01/22/2015 - 10/25/2022
THE LEADERS GROUP, INC. (LITTLETON CO)
TN
03/21/2014 - 10/22/2014
P.J. ROBB VARIABLE CORPORATION (MEMPHIS TN)
NJ
01/03/2013 - 03/12/2014
PRUCO SECURITIES, LLC. (NEWARK NJ)
CA
11/28/2011 - 01/03/2013
HARTFORD EQUITY SALES COMPANY INC. (ENCINO CA)
CA
06/15/2006 - 11/22/2011
VALMARK SECURITIES, INC. (SAN FRANCISCO CA)
MN
03/25/2005 - 05/26/2006
SECURITIES AMERICA, INC. (MINNEAPOLIS MN)
BC
Issued 01/27/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/06/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2006
Series 7 - General Securities Representative Examination
BC
Issued 03/24/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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