Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Cameron mitchell Henry is a financial advisor with Allworth Financial, LP. Eric has been in the financial services industry since 2002. Eric has been registered with FINRA since 2000. Eric is a CERTIFIED FINANCIAL PLANNER™ professional and has a Series 7 and Series 66 license. Allworth Financial, LP has been in business since 1993 and is an SEC registered investment advisor. The firm provides financial planning and portfolio management services to individuals, families, businesses, and trusts. The firm has offices in California, Texas, and Nevada.
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.
1
2
CA
11/09/2011 - Present
Allworth Financial, LP (FOLSOM CA)
CA
11/05/2007 - 01/22/2008
SECURITIES AMERICA, INC. (SACRAMENTO CA)
IL
01/08/2007 - 04/20/2007
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
CA
03/23/2005 - 12/01/2006
AMERITAS INVESTMENT CORP. (SACRAMENTO CA)
MA
09/04/2002 - 06/17/2004
MAIN STREET MANAGEMENT COMPANY (BOSTON MA)
NY
01/19/2001 - 07/26/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
12/21/2000 - 02/07/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 01/04/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Eric Henry is the right advisor for you? Invested Better is here to help.
