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Pelham Hugh Henry

Stonex Advisors Inc.

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About Pelham Hugh Henry

Pelham Hugh Henry is an investment advisor representative with Stonex Advisors Inc. Pelham has been in the securities industry since May 14, 1997. Stonex Advisors Inc. is a registered investment advisor with offices in Birmingham, Alabama. The firm provides financial consulting services, financial planning, pension consulting, educational seminars, and selection of other advisors.

Firm Information

Pelham Henry is currently registered with Stonex Advisors Inc.. Stonex Advisors Inc. is a Registered Investment Advisor (RIA) based in Birmingham, Alabama with a strong national presence. They provide financial planning and consulting services to individuals, businesses, and charitable organizations. Stonex manages over $4.5 billion in assets, with a dedicated team of over 200 licensed agents, investment advisor representatives, and registered representatives.
Stonex Advisors Inc.

2 PERIMETER PARK SOUTH

BIRMINGHAM, AL 35243

$4.52B

Assets Under Management

48

Total Clients

241

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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.

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financial consulting services

Financial consulting services

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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percentage of assets

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

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Pelham Henry’s Registration & Firm History

AL

06/30/2016 - Present

Stonex Advisors Inc. (Fairhope AL)

AL

12/13/2002 - 10/15/2009

COLONIAL BROKERAGE, INC. (FOLEY AL)

AL

09/07/1999 - 12/11/2002

STERNE, AGEE & LEACH, INC. (BIRMINGHAM AL)

TN

05/14/1997 - 09/10/1999

MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)

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Licenses & Designations

IA

Issued 12/07/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/22/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/13/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Pelham Hugh Henry. Review regulatory record here.
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