Eric
Henry

Hanson Mcclain Advisors

CRD#4313996
Investment Advisor
in Sacramento, CA
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About this Advisor

Eric Henry is a certified financial planner based out of Sacramento, California, who has 11 years of financial industry experience. Henry is an employee of Hanson Mcclain Advisors. During their career, the advisor has held roles at Hanson Mclain Advisors, Hanson Mcclain Securities and Hanson Mcclain Strategic Advisors, Inc. Henry holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can operate in California and Texas. Hanson Mcclain Advisors is a financial advisory business headquartered in Sacramento, California. The investment advisory business has offices in seven locations and a total of 70 people on staff. It controls $3 billion in assets under management between its 9,350 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. Of its 9,350 accounts, just 7% belong to high-net-worth investors who have greater than $1 million in investable assets. Hanson Mcclain Advisors provides a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, publication of newsletters and educational seminars. A financial advisor's fee schedules depend on which services are provided. However, fees billed by Hanson Mcclain Advisors may include some blend of asset-based and hourly fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges

Disclosures

No

Office Location

8775 Folsom Blvd. Suite 100
Sacramento, CA 95826

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Hanson Mcclain Advisors Brokerage Details

Total Assets Under Management

$2,485,970,814

CA Average: $7,578,581,321
Total Number of Employees

70

CA Average: 43
Total Number of Accounts

9,350

CA Average: 3,727
Average Account Size

$265,879

CA Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Eric Henry Work History

Eric has 11 years of experience.

2011 - 2012 (1 years)

Hanson Mcclain Strategic Advisors, Inc

2008 - Present (11 years)

Hanson Mcclain Securities

2007 - Present (12 years)

Hanson Mclain Advisors

Disclosures

Eric Henry has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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