ADVISOR BIO

Henry Davis Herrill is an investment advisor representative at Lido, a firm headquartered in Los Angeles, California. Henry holds Series 6, 63 and 65 securities licenses as well as the SIE exam certification. Henry has been with Lido since 2017, specializing in investment advice for high-net-worth individuals, corporations, and charitable organizations. Before joining Lido, Henry was an investment advisor representative at Northwestern Mutual Investment Services, LLC in Los Angeles, California, from 2016 to 2017.

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ADVISOR BIO

Henry Peter Plata is a financial advisor with over 20 years of experience in the industry. Plata is registered with Ameriprise Financial Services, LLC and has been working with the firm since 2005. He has been an active advisor for the firm since 2020 and has a wide range of experience and expertise. He has been an active advisor since 2002 and has expertise in asset allocation, financial planning, and portfolio management. Plata is a Series 66, Series 7 and SIE licensed representative. He holds licenses to practice in 26 states. His expertise is in working with high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.

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ADVISOR BIO

Henry Luong Hoang is a financial advisor with Bright Wealth Advisors, LLC. Henry has been a financial advisor for more than a decade, having previously worked with Northwestern Mutual Investment Services, LLC. Henry offers financial planning services and portfolio management for individuals and investment companies. Henry is also a Certified Financial Planner and a Chartered Financial Consultant.

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ADVISOR BIO

Henry David Vasquez is a financial advisor with Stifel, Nicolaus & Company, Inc. based in Irvine, CA. Henry has been in the financial industry since 2009 and holds Series 63, Series 7, Series 24, and SIE licenses. Henry has experience working with clients in a variety of investment areas, including individual investors, corporations, investment clubs, pension plans, and pooled investment vehicles.

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ADVISOR BIO

Henry Giovanni Cedillos is a registered representative with J.P. Morgan Securities LLC in EL CAJON, California. Henry has been in the financial services industry since 2014. Henry holds Series 6 and Series 63 licenses and the SIE exam. Henry has a broad range of experience in the financial services industry, including portfolio management for individuals and businesses, financial planning, and pension consulting. Henry is committed to providing personalized financial advice to help clients achieve their financial goals.

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ADVISOR BIO

Henry A Portillo is a financial advisor with Fidelity Personal AND Workplace Advisors in Los Angeles, CA. Henry has been in the financial industry since October 2018. Henry is a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL CONSULTANT. Henry is registered with the state of California as an Investment Advisor Representative and a Broker. Henry also holds the Series 7, 6, 63, 65, and 26 licenses.

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ADVISOR BIO

Henry Ken Tam is a financial advisor with over 13 years of experience in the industry. Henry Ken Tam is currently registered with HSBC Securities (USA) Inc. in Beverly Hills, CA. Henry Ken Tam has also been previously registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated in Los Angeles, CA and Banc of America Investment Services, Inc. in Torrance, CA. Henry Ken Tam holds Series 6, 7, 63, 66 and SIE licenses. Henry Ken Tam has a strong track record of success in providing investment advice and portfolio management services to a wide range of clients. Henry Ken Tam specializes in providing asset allocation recommendations, selection of other advisors, and portfolio management for businesses and pooled investment vehicles.

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ADVISOR BIO

Henry Giovany Narvaez is a financial advisor with Ameriprise Financial Services, LLC. Henry has been in the financial services industry since 2009 and has experience with a variety of firms, including J.P. Morgan Securities LLC, Independent Financial Group, LLC, UnionBanc Investment Services, LLC, and U.S. Bancorp Investments, Inc. Henry holds Series 6, 7, 63, and 66 licenses, as well as the SIE exam. Henry has extensive experience providing financial advice and services to a diverse range of clients, including individuals, high-net-worth individuals, businesses, trusts, estates, charitable organizations, and pension and profit-sharing plans. Henry specializes in asset allocation services, financial planning, pension consulting, educational seminars, and portfolio management.

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ADVISOR BIO

Henry Fadillah is a financial advisor with Transamerica Financial Advisors, Inc., located in Fremont, California. Henry has been in the financial industry since 2016. Henry is registered with the state of California and holds the Series 6, SIE, and Series 63 licenses.

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ADVISOR BIO

Henry William Mielke is an investment advisor representative at Wells Fargo Clearing Services, LLC. Henry has been in the financial services industry since June 26, 1980. Henry holds the Series 7, Series 63, and Series 65 licenses. Henry is registered with the state of California, as well as 27 other states. Henry was previously employed by Prudential Securities Incorporated and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Henry has a wide range of experience in the financial services industry, and has a strong track record of success. Henry is dedicated to providing clients with personalized financial advice and guidance.

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