Unclaimed
Edmond Darby Henley is a financial advisor with Truist Advisory Services, Inc. Edmond has been a registered investment advisor since 2020. Edmond has 33 years of experience in the financial industry. Edmond specializes in providing financial advice to individuals, businesses, corporations, high-net-worth individuals, insurance companies, investment companies, charitable organizations, and pension and profit sharing plans. Edmond is licensed to provide investment advice in all 50 states.
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.
Wrap fee product and financial profiling services using desktop software
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
NC
11/17/2020 - Present
Truist Advisory Services, Inc. (CHARLOTTE NC)
VA
11/20/2015 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
AL
10/11/2011 - 05/13/2015
MORGAN STANLEY (BIRMINGHAM AL)
NC
12/20/1988 - 09/20/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GREENSBORO NC)
IA
Issued 08/11/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/07/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/1995
Series 3 - National Commodity Futures Examination
BC
Issued 12/17/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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