HD
HD

Henry Darnell

12 Years of Experience
Crestview Hills, KY
Broker

Henry Darnell is a registered investment advisor at LPL Financial LLC, based in Crestview Hills, KY, with 12 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.

Loading...

Location

529 Centre View Blvd, Crestview Hills, KY, 41017

Get directions

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.

Learn about disclosures →
Other Business Activities

Henry operates Proverbs Wealth Management as a DBA for his LPL business. This activity is investment-related and takes nearly full-time hours.

Employment History
Current Registrations
LPL Financial LLCBroker
July 2021 - Present · 4 yrs 10 mos
LPL Financial LLC
July 2021 - Present · 4 yrs 10 mos
Previous Registrations
Waddell & Reed
April 2017 - July 2021 · 4 yrs 3 mos
Waddell & ReedBroker
April 2017 - July 2021 · 4 yrs 3 mos
PNC InvestmentsBroker
July 2015 - September 2016 · 1 yr 2 mos
PNC Investments
July 2015 - September 2016 · 1 yr 2 mos
Waddell & Reed
April 2013 - July 2015 · 2 yrs 3 mos
Waddell & ReedBroker
March 2013 - July 2015 · 2 yrs 4 mos
State Registrations7 states
FLINKYLAOHTXWA
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.