Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryn? Claim Your ProfileBryn Todd Henry has been an active advisor in the industry since 2002. Henry is a Registered Representative and Investment Advisor Representative and is currently registered with Commonwealth Financial Network. Henry holds Series 66, Series 7, Series 24, and SIE licenses and is registered in 30 states. Henry has previous experience with Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, and Veravest Investments, Inc. Henry is an insurance agent through Guided Path Financial, which Henry owns.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
04/25/2008 - Present
Commonwealth Financial Network (PLANO TX)
TX
11/21/2003 - 04/29/2008
LINCOLN FINANCIAL ADVISORS CORPORATION (DALLAS TX)
IN
11/21/2003 - 04/06/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
02/01/2002 - 12/10/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
BOTH
Issued 04/04/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/26/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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