Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Henry? Claim Your ProfileHenry Alexander McLarty Jr. is an investment advisor representative at The Colony Group, LLC. Henry has over 20 years of experience in the financial industry and holds Series 7, 31, 63, and 65 licenses. Henry has previously worked at Gunnallen Financial, Inc., Morgan Stanley DW Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Henry is registered with the state of Georgia 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.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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2
GA
09/07/2024 - Present
THE Colony Group, LLC (Atlanta GA)
GA
09/02/2005 - 02/20/2009
GUNNALLEN FINANCIAL, INC (ATLANTA GA)
NY
08/17/2000 - 09/08/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
07/10/1992 - 08/23/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 07/23/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/20/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/21/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 07/08/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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