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John David Henson

Avantax Investment Services, Inc.

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About John David Henson

John David Henson is a financial advisor with Avantax Investment Services, Inc. in DALLAS, TX. John has been in the industry since 2014. John is registered with FINRA and is a licensed securities agent in Connecticut and Massachusetts. John holds a Series 6 and a Series 63 license and has passed the SIE exam. Previous firms where John was registered include PRUCO SECURITIES, LLC., MML INVESTORS SERVICES, LLC, ALLSTATE FINANCIAL SERVICES, LLC, LINCOLN FINANCIAL SECURITIES CORPORATION, J.P. MORGAN SECURITIES LLC and NEW ENGLAND SECURITIES.

Firm Information

John Henson is currently registered with Avantax Investment Services, Inc.. Avantax Investment Services, Inc. is a Corporation formed in April 1983. The firm is registered with the SEC and in 53 states, providing services across the United States.

Not reported

Assets Under Management

Not reported

Total Clients

482

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.

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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John Henson’s Registration & Firm History

TX

08/04/2023 - Present

Avantax Investment Services, Inc. (DALLAS TX)

CT

02/05/2021 - 12/16/2021

PRUCO SECURITIES, LLC. (WOODSTOCK CT)

MA

04/13/2018 - 09/29/2020

MML INVESTORS SERVICES, LLC (SPRINGFIELD MA)

TX

01/25/2016 - 12/19/2017

ALLSTATE FINANCIAL SERVICES, LLC (Sugar Land TX)

TX

07/01/2015 - 10/27/2015

LINCOLN FINANCIAL SECURITIES CORPORATION (HOUSTON TX)

TX

02/04/2013 - 10/15/2014

J.P. MORGAN SECURITIES LLC (HOUSTON TX)

TX

06/05/2012 - 11/06/2012

PRUCO SECURITIES, LLC. (HOUSTON TX)

TX

12/03/2010 - 06/12/2012

NEW ENGLAND SECURITIES (HOUSTON TX)

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Licenses & Designations

BC

Issued 11/09/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/02/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John David Henson.
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