Bill
Henry
The Retirement Group, LLC
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About this Advisor
Bill Henry is a financial advisor working in Colleyville, Texas with a total of 5 years of industry experience. Henry works at The Retirement Group, LLC. Throughout their career, they have worked at F.R.E.E., Inc, Fsc Securities Corporation and The Retirement Group, LLC. Henry holds Series 63 and Series 66 licenses, certifying them as a securities broker, and is able to work in Texas. The Retirement Group, LLC is a company operating out of San Diego, CA. The investment advisory business has offices in 11 locations and a total of 30 financial advisors. It controls $437 million in total assets across its 1,651 accounts, placing it among the larger financial advisory firms in the country by assets under management. Of its 1,651 customer accounts, just 5% belong to high-net-worth investors who have at least $1 million in assets available to invest. The Retirement Group, LLC offers a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial management largely vary depending on which services the firm provides the client. Fees charged by The Retirement Group, LLC can include any blend of asset-based, hourly and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Retirement Group, LLC Brokerage Details
$437,414,376
30
1,651
$264,939
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Bill Henry Work History
Bill has been registered as a financial advisor for 5 years.*
The Retirement Group, LLC
Fsc Securities Corporation
F.R.E.E., Inc
*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 Bill Henry 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 The Retirement Group, LLC
Hayden, ID
San Diego, CA
Lewisville, NC
Austin, TX
Colleyville, TX
Houston, TX
San Diego, CA
San Diego, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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