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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Dana Henderson is a financial advisor at Mercer Global Advisors Inc. located in Atlanta, GA. Richard is a Certified Financial Planner and has been in the financial services industry for over 30 years. Richard has a wide range of experience in providing financial advice to individuals, families, and businesses. Richard is also registered as an Investment Advisor Representative (IAR) in Georgia.
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.
Trust services, estate planning, tax return preparation, consultation
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.
A percentage of the total value of assets under management is charged.
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GA
02/04/2021 - Present
Mercer Global Advisors Inc. (Atlanta GA)
GA
08/28/2018 - 10/04/2023
PURSHE KAPLAN STERLING INVESTMENTS (Atlanta GA)
GA
02/16/1999 - 08/27/2018
COMMONWEALTH FINANCIAL NETWORK (ATLANTA GA)
MN
05/01/1991 - 02/19/1999
ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)
IA
Issued 03/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/07/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/10/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/1991
Series 7 - General Securities Representative Examination
Active
Inactive
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