Unclaimed
Henry Jackson Burt is an investment advisor representative with LPL Financial LLC. Henry has been in the industry since 1990, and has a long history of working with clients in the financial services industry. Prior to joining LPL Financial LLC, Henry was registered with ONEAMERICA SECURITIES, INC., and NEW ENGLAND SECURITIES. Henry is also a Chartered Financial Consultant. Henry has been registered in 27 states and has a Series 6, 7, and 63 licenses. Henry is committed to providing clients with personalized financial advice and guidance. Henry has experience in financial planning, portfolio management, and investment management. Henry is also a member of several industry organizations, including the Financial Planning Association.
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.
1
2
IL
05/11/2015 - Present
LPL Financial LLC (PERU IL)
IL
01/30/2013 - 05/26/2015
ONEAMERICA SECURITIES, INC. (LA SALLE IL)
IL
02/26/1991 - 01/22/2013
NEW ENGLAND SECURITIES (CHICAGO IL)
GA
01/03/1990 - 03/01/1991
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
BC
Issued 01/05/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2004
Series 7 - General Securities Representative Examination
BC
Issued 01/02/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Henry Burt is the right advisor for you? Invested Better is here to help.