Earl Hensley
Earl Hensley is a registered investment advisor at Innovation Partners LLC, based in Charlotte, NC, with 32 years of industry experience. Earl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Insurance Planning, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Innovation Partners LLC offers managed account programs where clients pay a fee for portfolio management services. The fees are a percentage of the assets managed, with a maximum annual fee of 3%, which is negotiable. The fees are calculated and deducted from the client's account by the custodian, either quarterly or monthly. Clients may also incur transaction and miscellaneous charges.
Location
5950 Fairview Road, Suite 140, Charlotte, NC, 28210
Get directionsHistory
Regulatory History (3)
Regulatory
October 1991Regulatory
March 1991Employment Separation After Allegations
February 1990Other Business ActivitiesSells Insurance
Earl is the founder, co-owner, and Vice President of Asset Protection Network, Inc., an insurance agency, spending a few hours per week there. He is also the President of Advisor Moves, LLC, a financial advisor recruiting firm, dedicating about a quarter to half of his time, and a board member of the Alzheimers Association - NC, spending minimal time there.
Employment History
Current Registrations
Innovation Partners LLCBroker
Ip Financial Advisory Services LLC
Innovation Partners LLC
Previous Registrations
Aegis Capital CORP.
Aegis Capital CORP.Broker
Investacorp, INC.Broker
Investacorp Advisory Services INC
LPL Financial LLC
LPL Financial LLCBroker
Invest Financial Corporation
Invest Financial CorporationBroker
Synergy Investment Group, LLCBroker
Usallianz Securities, INC.Broker
Wma Securities, INC.Broker
The Robinson-Humphrey Company INC.Broker
Interstate Securities CorporationBroker
State Registrations45 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.