James
Henry
49 Financial
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About this Advisor
James Henry is a financial advisor based in Houston, Texas, working with 49 Financial. James has previously held positions at Purshe Kaplan Sterling Investments, University Of Illinois Urbana, Heartland Bank And Trust Company, Mosser's Shoes, Blain's Farm And Fleet, Thrivent Advisor Network, LLC, and 49 Wealth Management LLC. James has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas. Currently, James is part of 49 Financial, which operates out of Houston, Texas. The firm has 8 offices and 103 employees. The firm manages assets totaling $566.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at 49 Financial includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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49 Financial Brokerage Details
$566,217,984
103
3,364
$168,317
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
James Henry Work History
49 Wealth Management LLC
Purshe Kaplan Sterling Investments
Thrivent Advisor Network, LLC
University Of Illinois Urbana
Heartland Bank And Trust Company
Mosser'S Shoes
Blain'S Farm And Fleet
Disclosures
Please visit the SEC profile of James 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 49 Financial
Austin, TX
Austin, TX
Rogers, AR
Prosper, TX
Austin, TX
Atlanta, GA
Austin, TX
Austin, TX
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