Unclaimed
Henry Mulvihill is a financial advisor at Smith Anglin Financial, LLC. Henry has been a financial advisor for over 30 years and has a strong background in providing financial planning, portfolio management, and consulting services. Henry is a Certified Financial Planner and has a Series 7, Series 24, and Series 63 license. Henry has worked with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. In addition to his work at Smith Anglin Financial, LLC, Henry also operates Mulvihill Asset Management, LLC, a business consulting firm. Henry is committed to providing his clients with the highest level of service and expertise.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting
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.
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2
TX
05/04/2017 - Present
Smith Anglin Financial, LLC (DALLAS TX)
TX
04/15/1996 - 12/16/2009
PROSPERA FINANCIAL SERVICES, INC. (RICHARDSON TX)
TX
02/16/2006 - 11/09/2007
TAG SECURITIES, INC. (RICHARDSON TX)
NY
12/09/1994 - 01/11/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
01/11/1993 - 12/15/1994
ALEX. BROWN & SONS INCORPORATED
NA
06/01/1990 - 11/30/1992
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NY
07/21/1987 - 11/30/1992
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 06/02/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/17/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/19/2001
Series 24 - General Securities Principal Examination
BC
Issued 07/18/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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