PH
Philip C. Henry
KESTRA ADVISORY SERVICES
BRIDGEVILLE, PA 15017
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CRD#: 1221620
PH
Professional summary
Philip Carl Henry is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Bridgeville, Pennsylvania and KESTRA INVESTMENT SERVICES, LLC located in Bridgeville, Pennsylvania.
Philip is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1984. Philip has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 22 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Business Name: Executor for parents will Investment Related: No Address: 943 Park Plaza Wexford PA 15090 Nature of Business: Legal/Fiduciary Position, Title or Relationship: Executor Start Date: 5/11/2015 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Upon their death, executor of parents will. Business Name: Henry Wealth Management LLC Investment Related: Yes Address: 1370 Washington Pike Suite 403 Bridgeville PA 15017 Nature of Business: Investment Advisory (RIA, IAR, Financial Planning, etc.) Position, Title or Relationship: Registered rep. Start Date: 1/2/2007 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Financial planning advice, retirement planning. Business Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory services Business Name: Phil Henry Ministries Inc. Investment Related: No Address: 8020 Woodcreek Dr. Bridgeville PA 15017 Nature of Business: Other Other/None of the Above Phil Henry Ministries INC is organized for charitable, religious, educational and/or scientific purposes. Position, Title or Relationship: Phil Henry is the creator of this organization and determines it's content and activities. Start Date: 2/19/2016 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Phil Henry is the creator of this organization and determines it's content and activities. Business Name: Philip Henry Investment Related: Yes Address: 1370 Washington Pike Suite 403 Bridgeville PA 15017 Nature of Business: Insurance Position, Title or Relationship: rep of record Start Date: 5/11/2015 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: sale of product HENRY 7 LLC POSITION: president, officer NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 04/10/2022 ADDRESS: 8020 Woodcreek Drive, Bridgeville PA 15017, United States DESCRIPTION: Decision maker and funder of the purchase.
CRS (Client Relationship Summary) - RIA
Click below to view Philip Carl Henry's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
April 19, 2016 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 1370 Washington Pike Ste. 403, Bridgeville, PA 15017RIA
CRD#: 283330
BRIDGEVILLE, PA
Current
December 2, 2003 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 1370 Washington Pike Ste. 403, Bridgeville, PA 15017BD
CRD#: 42046
Bridgeville, PA
Past
March 6, 2009 - September 22, 2016
KESTRA INVESTMENT SERVICES, LLC
RIA
CRD#: 42046
BRIDGEVILLE, PA
Past
September 17, 1993 - December 2, 2003
VERAVEST INVESTMENT ADVISORS, INC.
RIA
CRD#: 105796
PITTSBURGH, PA
Past
April 4, 1984 - December 2, 2003
VERAVEST INVESTMENTS, INC.
BD
CRD#: 3960
WORCESTER, MA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(4/17/2018)
RR
Arizona(1/5/2010)
RR
California(2/26/2004)
RR
Connecticut(3/7/2024)
RR
District of Columbia(10/14/2024)
RR
Florida(9/1/2004)
RR
Illinois(2/23/2004)
RR
Indiana(11/30/2022)
RR
Nevada(10/29/2021)
RR
New Jersey(2/10/2004)
RR
North Carolina(2/26/2004)
RR
Ohio(5/4/2004)
RR
Pennsylvania(12/2/2003)
IAR
Pennsylvania(4/19/2016)
RR
South Carolina(6/29/2022)
RR
Texas(2/19/2004)
IAR
Texas(7/26/2023)
RR
Virginia(12/2/2016)
RR
Washington(2/26/2004)
RR
West Virginia(3/31/2004)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
1,299
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 155,482 |
| AUM (Assets Under Management) | $ 60,174,309,829 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/23/2024 | ||
| 10/20/2023 | ||
| 12/21/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
