Henry F. Hache
Professional summary
Henry Frank Hache, CFP®, who also goes by Henry Frank Rojas, is a registered financial advisor currently at AI FINANCIAL, INC. located in Simi Valley, California.
Henry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Henry has worked at 3 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Henry Frank Hache's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 29, 2020 - Present
AI FINANCIAL, INC.
Office #1: 4356 Cochran St, Simi Valley, CA 93063July 21, 2004 - December 31, 2019
AI FINANCIAL, INC.
May 17, 1999 - April 19, 2004
AVANTAX ADVISORY SERVICES
January 27, 1999 - March 22, 2004
AVANTAX INVESTMENT SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/29/2020)
Exams
Current Firm
AI FINANCIAL, INC.
CRD#: 128781 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 10 |
| AUM (Assets Under Management) | $ 5,000,000 |
Red Flags
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Company Information
AI FINANCIAL, INC.
CRD#: 128781Simi Valley, CA 93063TRUST BUT VERIFY
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