Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Henry? Claim Your ProfileHenry Janes MacFarland is an investment advisor representative registered with Hilltop Securities Inc. and Momentum Independent Network Inc., both based in Dallas, Texas. Henry has over 15 years of experience in the financial services industry, specializing in providing financial planning and investment management services to individuals, corporations, and high-net-worth clients. Henry is also a Certified Financial Planner and an adjunct professor at the College for Financial Planning, where Henry teaches courses on financial planning and behavioral finance. Henry is committed to helping clients achieve their financial goals through a personalized and comprehensive approach.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
12b-1 fees
1
2
TX
01/11/2022 - Present
Hilltop Securities Inc. (DALLAS TX)
TX
12/12/2016 - 02/01/2022
CHARLES SCHWAB & CO., INC. (Westlake TX)
CO
08/21/2014 - 01/27/2016
GIRARD SECURITIES, INC. (GREENWOOD VILLAGE CO)
CO
01/17/2013 - 07/18/2014
CHARLES SCHWAB & CO., INC. (ENGLEWOOD CO)
CO
05/19/2009 - 09/12/2012
LPL FINANCIAL LLC (ENGLEWOOD CO)
CO
09/07/2006 - 04/13/2009
T. ROWE PRICE INVESTMENT SERVICES, INC. (COLORADO SPRINGS CO)
BOTH
Issued 09/21/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/01/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Henry MacFarland is the right advisor for you? Invested Better is here to help.
