Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leon? Claim Your ProfileLeon Arlin Henry is a financial advisor who has been in the industry since 2005. Leon is currently registered with LPL Financial LLC as a Registered Representative. Leon has been with LPL Financial LLC since 2024. Prior to that, Leon was with Voya Financial Advisors, Inc., Ameriprise Financial Services, LLC, Edward Jones, State Farm VP Management Corp., and Waddell & Reed, Inc. Leon has passed the Series 6, Series 7, Series 63, Series 65 and Series 66 exams. Leon is also a licensed insurance agent. Leon is currently registered in Arizona, California, District of Columbia, Hawaii, Montana, Nebraska, Ohio, Oklahoma, Texas, Washington, Wisconsin, and Wyoming. Leon specializes in providing financial planning, portfolio management, and insurance services to individuals, businesses, and non-profit organizations.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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 and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
10/29/2024 - Present
LPL Financial LLC (WEATHERFORD TX)
TX
09/04/2020 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (Weatherford TX)
TX
07/24/2015 - 09/11/2020
AMERIPRISE FINANCIAL SERVICES, LLC (Weatherford TX)
TX
05/06/2010 - 07/27/2015
EDWARD JONES (WEATHERFORD TX)
TX
11/29/2006 - 02/26/2010
STATE FARM VP MANAGEMENT CORP. (WEATHERFORD TX)
TX
08/16/2005 - 11/22/2006
WADDELL & REED, INC. (ARLINGTON TX)
BOTH
Issued 06/25/2010
Series 66 - Uniform Combined State Law Examination
IA
Issued 08/11/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/08/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2010
Series 7 - General Securities Representative Examination
BC
Issued 08/15/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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