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HL

Henry P. Levine

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CRD#: 5794678
HL

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 Paul Levine was a registered financial professional .

Henry is a previously registered financial professional and started their career in finance in 2013. Henry had worked at 4 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


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.
Henry Levine, Sole Proprietor; Investment Related; 4215 Edgewood Court, Marietta, GA 30068; Insurance; Insurance Agent; Start-09/2009; 80 HPM; My focus is to provide a complete array of insurance services; Insurance sales and service.

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

April 12, 2023 - February 17, 2025

HPL RETIREMENT SOLUTIONS, LLC

RIA
CRD#: 325556
MARIETTA, GA
Past

January 4, 2018 - December 31, 2020

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

RIA
CRD#: 15708
Marietta, GA
Past

January 3, 2018 - December 31, 2020

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

BD
CRD#: 15708
Marietta, GA
Past

August 28, 2014 - December 31, 2017

PRINCIPAL SECURITIES, INC.

RIA
CRD#: 1137
Roswell, GA
Past

August 19, 2014 - December 31, 2017

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
Roswell, GA
Past

August 9, 2013 - August 26, 2014

PARK AVENUE SECURITIES LLC

RIA
CRD#: 46173
JOHNS CREEK, GA
Past

June 17, 2013 - August 26, 2014

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
JOHNS CREEK, GA

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
IAR
Series 65
Date: 2/10/2023
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 7/10/2013
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


HR
HPL RETIREMENT SOLUTIONS, LLC
HPL FINANCIAL CONSULTING LLC | HPL RETIREMENT SOLUTIONS, LLC

CRD#: 325556 / SEC#:

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Contact information


Main Address
Marietta, GA
Mailing Address
Phone number
(770) 366-6974
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

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


HPL RETIREMENT SOLUTIONS, LLC

CRD#: 325556

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