Henry
Pearson
Financial Transparency
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About this Advisor
Henry Pearson is a financial advisor operating out of Dallas, Texas with a total of 5 years of relevant experience. Pearson works at Financial Transparency. Throughout their career, Pearson has worked at Trustee Empowerment & Protection, Inc, Cssc Brokerage Services, Inc, Pearson Consulting, Inc, Candy & Chonwald, Henry R. Pearson, Real Estate Broker, Envision Financial Transparency, LLC and Cssc Insurance Services, Inc. Pearson has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Texas. Financial Transparency is a firm with a branch in Dallas, Texas. It has offices in 12 locations and a total of 15 financial advisors. It controls $237 million in total assets among its 378 client accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. The firm advises one charities and foundations. Of its 378 accounts, 27% are held by high-net-worth investors who have more than $1 million in assets available to invest. The business offers a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial advisory services largely vary depending on the services. However, fee types charged by Financial Transparency likely include any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Financial Transparency Brokerage Details
$237,152,208
15
378
$627,387
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Henry Pearson Work History
Henry has been registered as a financial advisor for 5 years.*
Envision Financial Transparency, LLC
Pearson Consulting, Inc
Cssc Brokerage Services, Inc
Candy & Chonwald
Henry R. Pearson,Real Estate Broker
Trustee Empowerment & Protection, Inc
Cssc Insurance Services, 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 Henry Pearson 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 Financial Transparency
Greensboro, NC
Lake Orion, MI
Greensboro, NC
Sun Lakes, AZ
Greensboro, NC
Greensboro, NC
Dallas, TX
Salisbury, NH
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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