Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Garth? Claim Your ProfileGarth Morley McHenry is a registered representative with LPL Financial LLC and has been in the industry since 1991. Garth holds Series 63, 65, 7 and 24 licenses and is registered in several states. Garth provides financial planning and portfolio management for individuals and businesses. Garth also works with pension consulting, educational seminars, and other non-discretionary advisory services.
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.
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2
TX
03/03/2006 - Present
LPL Financial LLC (FRIENDSWOOD TX)
TX
09/20/2005 - 03/06/2006
BANC ONE SECURITIES CORPORATION (HOUSTON TX)
IL
07/06/2005 - 09/22/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
12/07/1993 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MO
03/03/1991 - 05/20/1993
EVEREN SECURITIES, INC. (ST. LOUIS MO)
IA
Issued 01/31/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/12/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/25/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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