Henry Conkle is a registered investment advisor, based in Austin, TX, with 32 years of industry experience.
Location
5707 Southwest Parkway, Building 2, Suite 400, Austin, TX, 78735
Get directionsHistory
Regulatory History (1)
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Customer Dispute
August 1991Settled
Other Business Activities
Henry is a trustee for The Carol O Koop Insurance Trust since 2017, dedicating minimal time. He also referees youth sports, taking about 10-20% of his time, and receives insurance commission trails.
Employment History
Current Registrations
Kestra Advisory Services, LLC
August 2021 - Present · 4 yrs 11 mos
Kestra Investment Services, LLC
August 2021 - Present · 4 yrs 11 mos
Kestra Investment Services, LLCBroker
August 2021 - Present · 4 yrs 11 mos
Previous Registrations
Allstate Financial Services, LLCBroker
September 2018 - August 2021 · 2 yrs 11 mos
Allstate Financial Advisors, LLC
September 2018 - August 2021 · 2 yrs 11 mos
MML Investors Services, LLCBroker
March 2017 - September 2018 · 1 yr 6 mos
MML Investors Services, LLC
March 2017 - September 2018 · 1 yr 6 mos
Msi Financial Services, INC.
July 2015 - March 2017 · 1 yr 8 mos
Msi Financial Services, INC.Broker
July 2015 - March 2017 · 1 yr 8 mos
Bbva Wealth Solutions INC.
May 2014 - July 2015 · 1 yr 2 mos
Bbva Securities INC.Broker
April 2014 - July 2015 · 1 yr 3 mos
U.S. Global Brokerage, INC.Broker
July 2012 - January 2014 · 1 yr 6 mos
Guggenheim Funds Distributors, LLCBroker
June 2009 - June 2012 · 3 yrs
Putnam Investment Management, LLC
September 2008 - February 2009 · 5 mos
Putnam Retail Management Limited PartnershipBroker
May 2008 - February 2009 · 9 mos
Prudential Annuities Distributors, INCBroker
June 2006 - May 2008 · 1 yr 11 mos
Allstate Distributors, L.L.C.Broker
October 2002 - June 2006 · 3 yrs 8 mos
Afd, INC.Broker
July 2002 - October 2002 · 3 mos
Morgan Stanley Dw INC.Broker
May 2001 - July 2002 · 1 yr 2 mos
Touchstone Securities, INC.Broker
April 2000 - July 2000 · 3 mos
Deutsche Bank Securities INC.Broker
March 1999 - June 1999 · 3 mos
John Nuveen & CO., IncorporatedBroker
October 1991 - January 1997 · 5 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1989 - July 1991 · 1 yr 8 mos
Prudential-Bache Securities INC.Broker
May 1989 - September 1989 · 4 mos
State Registrations1 state
TX
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.