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Marcus Henderson

35 Years of Experience
Brentwood, TN
2 DisclosuresBrokerSells Insurance

Marcus Henderson is a registered investment advisor at Independent Financial Group, LLC, based in Brentwood, TN, with 35 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 44,045 clients with $11B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
538 advisors
Number of Clients
44,045 clients
Average Client Portfolio
$257K average
Assets Under Management
$11.3B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)

IFG offers investment management through various programs, including AccessPoint, Custom Asset Management, and Third Party Asset Managers. Fees are based on a percentage of the value of your account and are negotiable. Transaction charges may also apply. The maximum advisory fee is 3.00% per year. IFG and its IARs may receive additional compensation from product sponsors, which creates a conflict of interest.

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Location

5409 Maryland Way, Suite 300, Brentwood, TN, 37027

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2021
Settled
Customer Dispute
April 2003
Settled
Other Business ActivitiesSells Insurance

Marcus is an officer/director at Henderson Financial Group, dedicating nearly full-time hours to this role. He also serves as CFO/Treasurer and Board Member for AME Church, and works as an insurance agent with The Core Group, spending minimal time on this.

Employment History
Current Registrations
Independent Financial Group, LLCBroker
October 2022 - Present · 3 yrs 9 mos
Independent Financial Group, LLC
October 2022 - Present · 3 yrs 9 mos
Previous Registrations
Royal Alliance Associates, INC.Broker
November 2018 - November 2022 · 4 yrs
Royal Alliance Associates, INC.
November 2018 - November 2022 · 4 yrs
Signator Investors, INC.
July 2000 - November 2018 · 18 yrs 4 mos
Signator Investors, INC.Broker
February 1991 - November 2018 · 27 yrs 9 mos
John Hancock Mutual Life Insurance CompanyBroker
February 1991 - May 1997 · 6 yrs 3 mos
State Registrations23 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.