Holly Henry is a registered investment advisor at LPL Financial LLC, based in Mena, AR, with 4 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
1168 Hwy 71 S, Mena, AR, 71953
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Holly is involved in several real estate rental businesses, including Henry's Storage Units LLC, Meadow Pine Cabins, and Trendz Hair Salon, dedicating minimal time to each. She also operates Diamond Legacy Wealth Management as a DBA for her LPL business, committing full-time hours.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations12 states
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