WH
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William Henderson

40 Years of Experience
Houston, TX
Broker

William Henderson is a registered investment advisor at LPL Financial LLC, based in Houston, TX, with 40 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

8582 Katy Fwy Ste 117, Houston, TX, 77024

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

William manages the running club at Will's Hills High School, spends minimal time on real estate rental, automotive sales, and teaching a spin class. He also operates his LPL business through Henderson Investment Services, LLC.

Employment History
Current Registrations
LPL Financial LLC
January 2013 - Present · 13 yrs 6 mos
LPL Financial LLCBroker
July 2011 - Present · 15 yrs
Previous Registrations
First Investors CorporationBroker
July 1985 - July 2011 · 26 yrs
State Registrations13 states
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AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
William Henderson - Financial Advisor | TrueAdvisor