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Lillian B Henderson

Lillian B. Henderson

LBH WEALTH ADVISORS | Financial Advisor
Meridianville, AL
Some features on this profile are disabled
CRD#: 5847473
Lillian B Henderson

Professional summary

Lillian B Henderson, who also goes by Lillian Benolia Henderson, is a registered financial advisor currently at LBH WEALTH ADVISORS located in Meridianville, Alabama.

Lillian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Lillian has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Lillian Benolia Henderson

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.
I*133348 For profit or not for profit: Non-Profit Organization Name of outside business organization: The SchoolsFoundation Investment related: N Address of business: Huntsville, Alabama 35804 Nature of business: Charitable Organization, Position, title, association: Committee Member, Start date of relationship: 8/1/2018 Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Board committee member that help support school related activities to support the school district by volunteering time at community related events and provide ideas to help support programs.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lillian B Henderson'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®
None

Experience

Current

May 25, 2023 - Present

LBH WEALTH ADVISORS

RIA
CRD#: 326458
Meridianville, AL
Past

May 25, 2023 - December 31, 2024

LBH WEALTH ADVISORS

RIA
CRD#: 326458
MERIDIANVILLE, AL
Past

September 9, 2020 - February 24, 2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
HUNTSVILLE, AL
Past

August 28, 2020 - August 28, 2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
HUNTSVILLE, AL
Past

August 28, 2020 - February 24, 2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
HUNTSVILLE, AL
Past

December 12, 2014 - September 1, 2020

EDWARD JONES

RIA
CRD#: 250
HUNTSVILLE, AL
Past

December 8, 2014 - September 1, 2020

EDWARD JONES

BD
CRD#: 250
HUNTSVILLE, AL
Past

June 11, 2014 - September 18, 2014

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
VICTORIA, TX
Past

June 6, 2014 - September 18, 2014

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
VICTORIA, TX
Past

November 5, 2013 - March 18, 2014

LPL FINANCIAL LLC

RIA
CRD#: 6413
MADISON, AL
Past

November 5, 2013 - March 18, 2014

LPL FINANCIAL LLC

BD
CRD#: 6413
MADISON, AL
Past

January 2, 2013 - November 8, 2013

CETERA INVESTMENT SERVICES LLC

RIA
CRD#: 15340
HUNTSVILLE, AL
Past

April 8, 2011 - November 8, 2013

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
HUNTSVILLE, AL

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.

Highlighted states indicate IAR registrations

IAR
Alabama
(5/25/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/27/2011
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/7/2011
General Securities Representative Examination

Current Firm

LW
LBH WEALTH ADVISORS
LBH WEALTH ADVISORS | LBH WEALTH ADVISORS, LLC

CRD#: 326458 / SEC#:

Alabama
Registered Investment Advisory firm - (5/25/2023 Approved)
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Contact information

Main Address
Meridianville, AL
Mailing Address
Phone number
(256) 693-7297
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts30
AUM (Assets Under Management)$ 5,200,000

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

LBH WEALTH ADVISORS

Financial AdvisorCRD#: 326458Meridianville, AL

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Contact information

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