Unclaimed
Gary Dean Hensley is an investment advisor representative with Onedigital Investment Advisors, a company that has offices in Sandy, UT and Overland Park, KS. Gary has been in the industry since 1997 and has held prior positions with several firms including Triad Advisors LLC, LPL Financial LLC, Securities Service Network, Inc., and Capital Brokerage Corporation. Gary specializes in working with high net worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, individuals other than high net worth, and state or municipal government entities. The firm offers a variety of services including financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
UT
10/10/2017 - Present
Onedigital Investment Advisors (Sandy UT)
UT
10/02/2017 - 08/23/2024
TRIAD ADVISORS LLC (Sandy UT)
UT
09/03/2015 - 10/10/2017
LPL FINANCIAL LLC (SANDY UT)
UT
01/23/2012 - 09/04/2015
SECURITIES SERVICE NETWORK, INC. (SANDY UT)
UT
11/29/2000 - 01/26/2012
CAPITAL BROKERAGE CORPORATION (SANDY UT)
IN
02/04/1999 - 10/12/2000
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
02/04/1999 - 10/12/2000
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
TX
07/22/1998 - 06/03/1999
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
MO
10/05/1995 - 11/19/1996
BMA FINANCIAL SERVICES, INC. (KANSAS CITY MO)
IA
Issued 08/20/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/15/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2012
Series 7 - General Securities Representative Examination
BC
Issued 10/04/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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