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Henry Barret Ware

Henry B. Ware

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CRD#: 1242540
Henry Barret Ware

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Henry Barret Ware was a registered financial professional .

Henry is a previously registered financial professional and started their career in finance in 1984. Henry had worked at 5 firms and has passed the Series 63, SIE, Series 7, Series 2, Series 22 and Series 6 exams.

top-8-questions

Question & Answer


What are your service offerings?
Estate Planning
Investment Planning
Retirement Income Management
Insurance Planning
Retirement Planning
Comprehensive Financial Planni...
Tax Planning
How do you get paid?
Commission and Fee
Are you a "fiduciary"?
No

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.
1. 03/05/2012 - INDEPENDENT LICENSED INSURANCE AGENT - NON-VARIABLE INSURANCE; LIFE, HEALTH, DISABILITY, LTC, TERM, FIXED ANNUITIES. - TIME SPENT 1% - BIRMINGHAM, AL. 2. 01/15/2014 - THE BANYAN FOUNDATION, INC. - COMMUNITY, CIVIC AND CHARITABLE BOARD - THE BANYAN FOUNDATION, INC IS A NORTH CAROLINA NOT FOR PROFIT CORPORATION WHOSE STATED PURPOSE IS TO DEVELOP LOW INCOME HOUSING /AFFORDABLE HOUSING. I HAVE BEEN ASKED TO SERVE AS A BOARD MEMBER. RESPONSIBILITY IS TO PARTICIPATE IN A QUARTERLY CALL. - 1% OF TIME SPENT - BIRMINGHAM, AL.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

August 20, 2012 - October 3, 2023

BRIDGEWORTH WEALTH MANAGEMENT

RIA
CRD#: 164100
BIRMINGHAM, AL
Past

August 9, 2012 - September 28, 2018

LPL FINANCIAL LLC

BD
CRD#: 6413
BIRMINGHAM, AL
Past

April 25, 2000 - August 20, 2012

OSAIC FA, INC.

RIA
CRD#: 3978
BIRMINGHAM, AL
Past

June 23, 1994 - April 1, 2006

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
FORT WAYNE, IN
Past

June 23, 1994 - August 20, 2012

OSAIC FA, INC.

BD
CRD#: 3978
BIRMINGHAM, AL
Past

April 4, 1984 - June 16, 1994

WS GRIFFITH SECURITIES, INC.

BD
CRD#: 10410
HARTFORD, CT

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 4/2/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 2
Date: 4/23/1993
Non-Member General Securities Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


BW
BRIDGEWORTH WEALTH MANAGEMENT
BRIDGEWORTH FINANCIAL, LLC | BW MANAGEMENT, LLC | BRIDGEWORTH, LLC | BRIDGEWORTH WEALTH MANAGEMENT | BRIDGEWORTH PCG

CRD#: 164100 / SEC#: 801-76956

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Contact information


Main Address
101 25th Street North Suite 100, Birmingham, AL 35203
Mailing Address
Phone number
(205) 208-8700
Established
Firm type
Fiscal year end
# of Employees
60

Documents


Latest Form ADV

Part 2 Brochures

ADV PART 2A FIRM BROCHURE (3/20/2024)

Regulatory assets under management


Total Number of Accounts5,489
AUM (Assets Under Management)$ 2,016,498,230

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.

Company Information


BRIDGEWORTH WEALTH MANAGEMENT

CRD#: 164100

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Contact information


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