Lance
Henley
Householder Group Estate & Retirement Specialists
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About this Advisor
Lance Henley is a financial advisor operating in Brandon, Mississippi with 7 years of relevant experience. Henley works at Householder Group Estate & Retirement Specialists. During their career, the advisor has held roles at Larry Henley Agency, Fortis Insurance Company, Householder Group Estate & Retirement Specialists, Mutual Service Corporation and Lpl Financial LLC. Henley holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Louisiana and Mississippi. Householder Group Estate & Retirement Specialists is an advisory company that has its headquarters in Scottsdale, AZ. The firm has offices in 27 locations and a total of 96 financial advisors. It manages $1 billion in assets between its 6,426 customer accounts, placing it among the bigger investment advisory firms in the nation by assets under management. Of its 6,426 customer accounts, 98% are held by high-net-worth investors who have greater than $1 million in investable assets. The company offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial advisory services usually depend on the type of services offered. However, fee types billed by Householder Group Estate & Retirement Specialists can be comprised of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Householder Group Estate & Retirement Specialists Brokerage Details
$1,081,197,518
96
6,426
$168,254
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Lance Henley Work History
Lance has been registered as a financial advisor for 7 years.*
Householder Group Estate & Retirement Specialists
Lpl Financial LLC
Mutual Service Corporation
Larry Henley Agency
Fortis Insurance Company
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Lance Henley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Householder Group Estate & Retirement Specialists
Lancaster, CA
Edmond, OK
Columbus, MS
Clackamas, OR
Englewood, CO
Rancho Mirage, CA
Houston, TX
Scottsdale, AZ
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