MH
MH

Mark Alan Henry

10 Years of Experience
Sells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
318 advisors
Number of Clients
54,545 clients
Average Client Portfolio
$191K average
Assets Under Management
$10.4B

Fee Structure

Minimum Investment:$5K
Financial Planning:Investment management only
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Location

631 Augusta St., Greenville, SC, 29601

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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

Mark owns Alloy Wealth Management, Inc. and sells annuities and life insurance products, dedicating about half of his time to this. He also works as an adjunct professor, is CEO of a production company, and provides advisory services for two other firms.

Employment History
Current Registrations
Brookstone Capital Management LLC
February 2022 - Present · 4 yrs
Foundations Investment Advisors LLC
May 2020 - Present · 5 yrs 9 mos
Alloy Investment Management
March 2020 - Present · 5 yrs 11 mos
Previous Registrations
Formula Folio Investments
November 2015 - December 2021 · 6 yrs 1 mo
Retirement Wealth Advisors, INC.
November 2015 - June 2020 · 4 yrs 7 mos
State Registrations4 states
NCSCTXVA
Advisor
Exams
No exam information available for this advisor.