HG
Henri Glover
HG TAILORED FINANCIAL SERVICES
Dallas, TX 75254
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CRD#: 4507460
HG
Professional summary
Henri Glover is a registered financial advisor currently at HG TAILORED FINANCIAL SERVICES located in Dallas, Texas and LPL FINANCIAL LLC located in Dallas, Texas.
Henri is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Henri has worked at 5 firms and has passed the Series 66, SIE, Series 7 and Series 24 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.
1. 09/26/2007 - BenefitMall - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Time Spent 1% - Independent insurance agency selling medical, life, disability, and LTC insurance. 2. 09/26/2007 - Henri Glover, Tailored Financial Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 3. 10/18/2007 - HGloverFinancial.com - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 4. 10/23/2009 - Henri Glover, Tailored Financial Services, LLC - Investment Related - At Reported Business Location(s) - Non-Variable Insurance DBA - Time Spent 10%. 5. 5/3/2013 - HG TAILORED INSURANCE SERVICES - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Time Spent 15% - Various lines of insurances. 6. 11/18/2016 - 'HG | RG' - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 11/07/2016 - 0 Hours Per Month During Securities Trading. 7. 3/8/2017 - HG Tailored Financial Services, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 08/30/2007 - 50 Hours Per Month During Securities Trading. 8. 07/03/2023 - HG Tailored Financial Services - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date 11/01/2022 - 140 Hours Per Month/ 7 Hours During Securities Trading - I provide investment advisory services through HG Tailored Financial Services, an independent investment advisor firm. I started this business activity in 11/2022. I expect to spend approximately 140 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
CRS (Client Relationship Summary) - RIA
Click below to view Henri Glover'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
January 12, 2022 - Present
HG TAILORED FINANCIAL SERVICES
Office #1: 14180 Dallas Parkway Suite 500, Dallas, TX 75254RIA
CRD#: 317598
Dallas, TX
Current
September 26, 2007 - Present
LPL FINANCIAL LLC
Office #1: 14180 Dallas Pkwy Ste 500, Dallas, TX 75254-4319RIA
BD
CRD#: 6413
Dallas, TX
Past
October 9, 2014 - March 1, 2022
GLENN WEALTH MANAGEMENT SERVICES, LLC
RIA
CRD#: 172082
DALLAS, TX
Past
September 26, 2007 - October 28, 2015
LPL FINANCIAL LLC
RIA
CRD#: 6413
DALLAS, TX
Past
May 16, 2005 - September 27, 2007
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
DALLAS, TX
Past
May 9, 2005 - September 27, 2007
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
DALLAS, TX
Past
May 15, 2002 - May 13, 2005
SUNAMERICA SECURITIES, INC.
BD
CRD#: 20068
PHOENIX, AZ
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
Arizona(12/1/2023)
RR
California(9/26/2007)
RR
Florida(12/6/2010)
RR
Georgia(4/29/2016)
RR
Illinois(2/21/2024)
RR
Kansas(9/26/2007)
RR
Louisiana(7/31/2019)
IAR
Louisiana(2/2/2022)
RR
Maryland(8/24/2021)
RR
Michigan(8/25/2009)
RR
Mississippi(8/31/2022)
RR
Montana(6/10/2019)
RR
New York(6/7/2017)
RR
North Carolina(1/10/2020)
IAR
North Carolina(1/24/2022)
RR
Ohio(8/26/2009)
RR
Oregon(12/1/2023)
RR
Pennsylvania(9/26/2007)
RR
South Carolina(12/1/2023)
RR
Texas(9/26/2007)
IAR
Texas(1/12/2022)
RR
Virginia(6/10/2019)
RR
Washington(10/30/2009)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
HT
HG TAILORED FINANCIAL SERVICES
HENRI GLOVER TAILORED FINANCIAL SERVICES, LLC | HG TAILORED FINANCIAL SERVICES
CRD#: 317598 / SEC#:
Louisiana
Registered Investment Advisory firm - (2/2/2022 Approved)North Carolina
Registered Investment Advisory firm - (1/18/2022 Approved)Texas
Registered Investment Advisory firm - (1/12/2022 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
14180 Dallas Parkway Suite 500, Dallas, TX 75254
Mailing Address
Phone number
(972) 332-4868
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 438 |
| AUM (Assets Under Management) | $ 64,948,164 |
Red Flags
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Company Information
HG TAILORED FINANCIAL SERVICES
CRD#: 317598Dallas, TX 75254TRUST BUT VERIFY
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