Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Henry? Claim Your ProfileHenry Croft Botter is a financial professional with over 28 years of experience in the industry. Henry has a wide range of experience working at various firms including Rushmore Securities Corporation, Worth Financial Group Inc., Foresters Equity Services, Inc., and Dominion Investor Services, Inc. Currently, Henry is registered with Calton & Associates, Inc. in Marble Falls, TX. Henry holds the Series 6, Series 63, and SIE licenses.
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.
Earned based on transactions or products sold.
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
TX
06/15/2023 - Present
Calton & Associates, Inc. (Marble Falls TX)
TX
01/18/2018 - 07/19/2023
DOMINION INVESTOR SERVICES, INC. (HALLSVILLE TX)
IN
10/03/2007 - 01/19/2018
FORESTERS EQUITY SERVICES, INC. (CARMEL IN)
TX
09/02/2002 - 10/01/2007
WORTH FINANCIAL GROUP INC. (DALLAS TX)
TX
06/16/1995 - 09/05/2002
RUSHMORE SECURITIES CORPORATION (DALLAS TX)
BC
Issued 06/30/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Henry Botter is the right advisor for you? Invested Better is here to help.
