SH
CFP · PFS
SH
CFP · PFS

Steven Henderson

31 Years of Experience
Tulsa, OK
BrokerSells Insurance

Steven Henderson is a CFP, PFS-designated registered investment advisor, based in Tulsa, OK, with 31 years of industry experience.

Location

6140 South 104 East Avenue, Suite 100, Tulsa, OK, 74133

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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 ActivitiesSells Insurance

Steven is a Regional Director/IAR at Merit Financial Advisors, dedicating full-time hours to serving clients. He also sells fixed insurance, spends a few hours per week on tax preparation through Harrison Henderson PLLC and Henderson & Ramsey, PC, owns real estate rentals, and is president of Oakhill of Jenks HOA.

Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
August 2024 - Present · 1 yr 11 mos
Merit Financial Advisors
January 2021 - Present · 5 yrs 6 mos
Previous Registrations
LPL Financial LLCBroker
January 2021 - August 2024 · 3 yrs 7 mos
Avantax Investment Services, INC.Broker
October 2019 - January 2021 · 1 yr 3 mos
Avantax Advisory Services
October 2019 - January 2021 · 1 yr 3 mos
Union Financial Advisors, INC.
January 1999 - November 2010 · 11 yrs 10 mos
1st Global Advisors INC
October 1995 - October 2019 · 24 yrs
1st Global Capital CORP.Broker
February 1995 - October 2019 · 24 yrs 8 mos
State Registrations12 states
ARAZGAIAILKSLAMAMOOKTXVA
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.
Steven Henderson - Financial Advisor | TrueAdvisor