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Marcus Terrell Henderson

Independent Financial Group, LLC

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About Marcus Terrell Henderson

Marcus Terrell Henderson is an investment advisor representative with Independent Financial Group, LLC. Marcus has been in the financial services industry since 1991 and has a Series 63, Series 65, and Series 6 license. Marcus is registered in 27 states and has experience working with individuals, high-net-worth individuals, corporations, and retirement plans. Marcus is a member of Independent Financial Group, LLC, which has been in operation since 1989. Independent Financial Group, LLC, manages over $6.75 billion in assets for a variety of clients, including individuals, corporations, charitable organizations, and retirement plans.

Firm Information

Marcus Henderson is currently registered with Independent Financial Group, LLC. Independent Financial Group, LLC is a limited liability company formed in July 2001 and headquartered in San Diego, California. The firm offers financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. They manage approximately $1 billion to $10 billion in assets for a diverse clientele, including high-net-worth individuals, corporations, charitable organizations, and pension plans. The firm is registered with the SEC and in all 50 states, as well as Puerto Rico and the Virgin Islands.
Independent Financial Group, LLC

12671 HIGH BLUFF DR

SAN DIEGO, CA 92130

$6.75B

Assets Under Management

270

Total Clients

524

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Marcus Henderson’s Registration & Firm History

TN

10/31/2022 - Present

Independent Financial Group, LLC (BRENTWOOD TN)

TN

11/02/2018 - 11/02/2022

ROYAL ALLIANCE ASSOCIATES, INC. (BRENTWOOD TN)

TN

02/01/1991 - 11/02/2018

SIGNATOR INVESTORS, INC. (BRENTWOOD TN)

MA

02/01/1991 - 05/01/1997

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)

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Licenses & Designations

IA

Issued 05/31/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/01/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/31/1991

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Marcus Terrell Henderson. Review regulatory record here.
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