Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Henry? Claim Your ProfileHenry Rhodes Hoerner is a financial advisor with The Hoerner Planning Group, LLC, based in Middleburg, VA. Henry has over 20 years of experience in the financial services industry and holds the Series 6, 7, 63 and 65 licenses. Henry's experience includes working at Lincoln Financial Advisors Corporation and Cigna Financial Advisors, Inc. He is a board member of the Curtis Investment Group Inc, a director of Elk Run LLC, and a limited partner of Good Works L.P. and Good Works Development L.P. He is a member of the Investment Advisory Committee for the BBH Capital Partners V, LP, a private equity fund, and a trustee of The George and Josephine Curtis Foundation and seventeen Irrevocable Trusts for three clients. He is a specialist in Financial Planning, Portfolio Management, and Selection of Other Advisors. Henry is dedicated to providing his clients with personalized financial advice to help them achieve their goals.
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.
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
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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VA
05/18/2006 - Present
THE Hoerner Planning Group, LLC (MIDDLEBURG VA)
IN
11/04/1999 - 05/18/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
VA
06/01/1998 - 05/18/2006
LINCOLN FINANCIAL ADVISORS CORPORATION (MIDDLEBURG VA)
PA
06/08/1992 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
IA
Issued 07/15/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/04/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/12/1998
Series 7 - General Securities Representative Examination
BC
Issued 06/04/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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