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JH

John Hendry

PARACLETE LIFE PLANNING L.L.C.
pensacola, FL
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CRD#: 7699097
JH

Professional summary


John Hendry iii, who also goes by John Hendry, is a registered financial advisor currently at PARACLETE LIFE PLANNING L.L.C. located in Pensacola, Florida.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. John has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


John Hendry

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.
POWER BRAKE DRIVE TRAIN | NOT INVESTMENT RELATED | 7708 PONTIAC DR. PENSACOLA, FL. 32506 | ONLINE BRAKE PART SALES | SALES ASSOCIATE | FAMILY BUSINESS | APPROX. 2023/2024 | EST. 15-20 HRS/WEEK | EST. 2 HRS PER DAY DURING TRADING HOURS, BUT I AM NEVER IN A POSITION I CANNOT IMMEDIATELY HANDLE BUSINESS CALLS TO EXECUTE TRADES AS NEEDED | I HANDLE ORDER FULFILLMENT FOR ONLINE PURCHASES. PACKAGING AND SHIPPING. MY OTHER 'BUSINESS ACTIVITIES' IS IN CONJUNCTION WITH MY OVERALL ROLE WITH PARACLETE LIFE PLANNING IN TERMS OF LIFE AND DISABILITY INSURANCE. THIS PORTION OF BUSINESS IS NOT IN COMPETITION WITH MY ROLE AS AN IAR.

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CRS (Client Relationship Summary) - RIA


Click below to view John Hendry iii'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

July 28, 2023 - Present

PARACLETE LIFE PLANNING L.L.C.

RIA
CRD#: 325341
pensacola, FL

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
Florida
(7/28/2023)

Exams


State Security Law Exam
IAR
Series 65
Date: 1/21/2023
Uniform Investment Adviser Law Examination

Current Firm


PL
PARACLETE LIFE PLANNING L.L.C.
PARACLETE LIFE PLANNING L.L.C.

CRD#: 325341 / SEC#:

Florida
Registered Investment Advisory firm - (7/28/2023 Approved)
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Contact information


Main Address
Pensacola, FL
Mailing Address
Phone number
(850) 549-9911
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV
0

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


PARACLETE LIFE PLANNING L.L.C.

CRD#: 325341Pensacola, FL

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