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Henry Norbert Mulvihill

Smith Anglin Financial, LLC

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About Henry Norbert Mulvihill

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.

Firm Information

Henry Mulvihill is currently registered with Smith Anglin Financial, LLC. Smith Anglin Financial, LLC is a Registered Investment Advisor based in Dallas, Texas. The firm manages over $1.5 billion in assets for a variety of clients, including high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and individuals other than high-net-worth. Smith Anglin Financial provides a range of advisory services, including financial planning, portfolio management for individuals and businesses, and educational seminars.
Smith Anglin Financial, LLC

14755 PRESTON ROAD.

DALLAS, TX 75254

$1.57B

Assets Under Management

12

Total Clients

15

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Henry Mulvihill’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Henry Norbert Mulvihill.
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