Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Richard Henks is a financial advisor with over 40 years of experience in the industry. William has a Series 7, Series 63, and SIE licenses. William is registered in Arizona, Colorado, Kansas, Missouri, North Carolina, Pennsylvania, and Texas. William currently works at Cambridge Investment Research Advisors, Inc. in Lee's Summit, MO. William has previously worked at Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, and Cigna Financial Advisors, Inc.. William is a Chartered Financial Consultant and a member of the Independence Symphony Orchestra Inc.. William provides financial planning, pension consulting, educational seminars, market timing services, selection of other advisers, and portfolio management for individuals and businesses.
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.
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.
Solicitation fees from 3rd party money managers
1
2
MO
04/18/2019 - Present
Cambridge Investment Research Advisors, Inc. (Lee's Summit MO)
MO
06/01/1998 - 12/07/2016
LINCOLN FINANCIAL ADVISORS CORPORATION (LEE'S SUMMIT MO)
IN
08/17/2000 - 04/01/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
PA
10/18/1976 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
BC
Issued 05/17/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1998
Series 7 - General Securities Representative Examination
BC
Issued 10/08/1976
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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