Kevin Henderson

THE FINANCIAL ADVISORS

Andover, MA 01810

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CRD#: 7111953

Professional summary

Kevin Henderson, CFP® is a registered financial advisor currently at THE FINANCIAL ADVISORS, LLC located in Andover, Massachusetts.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Kevin has worked at 2 firms and has passed the Series 65 exam.

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Henderson's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2021

Experience

Current

August 16, 2022 - Present

THE FINANCIAL ADVISORS, LLC

Office #1: 26 Essex Street, Andover, MA 01810

RIA

CRD#: 146680

Andover, MA

Past

April 30, 2019 - May 13, 2022

WOODSIDE WEALTH MANAGEMENT

RIA

CRD#: 175118

FRAMINGHAM, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

THE FINANCIAL ADVISORS, LLC

CRD#: 146680 / SEC#: 801-68921

RIA

Registered Investment Advisory firm - (3/11/2008 Approved)

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

Massachusetts
(8/16/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/1/2019

Uniform Investment Adviser Law Examination

Current Firm

THE FINANCIAL ADVISORS, LLC

CRD#: 146680 / SEC#: 801-68921

RIA

Registered Investment Advisory firm - (3/11/2008 Approved)

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Contact information

Main Address

26 Essex Street, Andover, MA 01810

Mailing Address

Phone number

(978) 475-3242

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

THE FINANCIAL ADVISORS LLC (4/8/2025)

Regulatory assets under management

Total Number of Accounts	2,146
AUM (Assets Under Management)	$ 1,108,355,372

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.

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Kevin Henderson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Henderson's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE FINANCIAL ADVISORS, LLC

WOODSIDE WEALTH MANAGEMENT

Primary Firm SEC Registration

THE FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/1/2019

Current Firm

THE FINANCIAL ADVISORS, LLC

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

THE FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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