LH
LH
Lillian Henderson
14 Years of Experience
Meridianville, AL
2 Disclosures
Lillian Henderson is a registered investment advisor at Lbh Wealth Advisors, based in Meridianville, AL, with 14 years of industry experience. Lillian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 30 clients with $5.2M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$5.2M
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Location
Meridianville, AL
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Regulatory History (2)
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Customer Dispute
April 2024Settled
Judgment / Lien
July 2018Employment History
Current Registrations
Lbh Wealth Advisors
May 2023 - Present · 3 yrs
Previous Registrations
Lbh Wealth Advisors
May 2023 - December 2024 · 1 yr 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2020 - February 2023 · 2 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2020 - February 2023 · 2 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2020 - August 2020 · 0 mos
Edward Jones
December 2014 - September 2020 · 5 yrs 9 mos
Edward JonesBroker
December 2014 - September 2020 · 5 yrs 9 mos
Cetera Investment Advisers LLC
June 2014 - September 2014 · 3 mos
Cetera Investment Services LLCBroker
June 2014 - September 2014 · 3 mos
LPL Financial LLC
November 2013 - March 2014 · 4 mos
LPL Financial LLCBroker
November 2013 - March 2014 · 4 mos
Cetera Investment Services LLC
January 2013 - November 2013 · 10 mos
Cetera Investment Services LLCBroker
April 2011 - November 2013 · 2 yrs 7 mos
State Registrations1 state
AL
Advisor
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.