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Margaret Ann Hendrix

Churchill Financial, LLC

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About Margaret Ann Hendrix

Margaret Hendrix is a financial advisor with Churchill Financial, LLC. Margaret has been in the industry since 1981 and holds the Series 7, Series 63, and SIE licenses. Margaret is registered in 6 states. In addition to serving clients in Kentucky, Margaret is also registered to provide services in Alabama, California, Michigan, Oregon, Texas, and Washington. Margaret works with both individuals and high-net-worth clients. Margaret's previous experience includes a role with Dean Witter Reynolds Inc. in Purchase, New York.

Firm Information

Margaret Hendrix is currently registered with Churchill Financial, LLC. Churchill Financial, LLC is a Limited Liability Company, registered with the SEC and in 20 states, offering portfolio management for individuals and businesses. Formed in 1995, the firm manages approximately $281,569,253 in assets for 219 clients, primarily high-net-worth individuals and individuals other than high-net-worth. The firm has 7 investment adviser representatives and 5 adviser reps for other investment advisers.

$281.57M

Assets Under Management

Not reported

Total Clients

10

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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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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percentage of assets

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

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Margaret Hendrix’s Registration & Firm History

KY

12/19/1997 - Present

Churchill Financial, LLC (LOUISVILLE KY)

NY

08/22/1980 - 07/01/1997

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

BC

Issued 09/06/1980

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/16/1980

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Margaret Ann Hendrix.
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