Unclaimed
Clinton Henry is a financial advisor with LPL Financial LLC. Clinton has been in the financial industry since 2002 and holds a Series 6, Series 7, Series 63 and Series 65 license. Clinton also works as a JV Baseball Coach for Valparaiso Community Schools. Clinton is licensed in 28 states and is currently registered as an Investment Advisor Representative (IAR) in Illinois, Indiana, Minnesota, North Carolina, South Carolina and Texas.
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.
Consulting and other non-discretionary advisory services
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
IN
02/14/2018 - Present
LPL Financial LLC (CROWN POINT IN)
IN
06/06/2005 - 02/14/2018
SII INVESTMENTS, INC. (CROWN POINT IN)
GA
10/11/2002 - 05/13/2005
WORLD GROUP SECURITIES, INC. (DULUTH GA)
IA
Issued 03/02/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2005
Series 7 - General Securities Representative Examination
BC
Issued 10/10/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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