Henry L. Webb
Professional summary
Henry Leland Marquis Webb, who also goes by Henry Webb, is a registered financial advisor currently at PENNY LANE WEALTH MANAGEMENT, LLC located in Tacoma, Washington.
Henry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Henry has worked at 2 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Henry Leland Marquis Webb's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 15, 2025 - Present
PENNY LANE WEALTH MANAGEMENT, LLC
Office #1: 1804 W. Union Ave., Suite 202, Tacoma, WA 98405April 23, 2024 - September 17, 2025
EQUITABLE ADVISORS, LLC
October 23, 2023 - September 17, 2025
EQUITABLE ADVISORS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/15/2025)
Exams
Series 7TO
Date: 10/21/2023
General Securities Representative ExaminationCurrent Firm
PENNY LANE WEALTH MANAGEMENT, LLC
CRD#: 318918 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 21 |
| AUM (Assets Under Management) | $ 8,978,680 |
Red Flags
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Company Information
PENNY LANE WEALTH MANAGEMENT, LLC
CRD#: 318918Tacoma, WA 98405TRUST BUT VERIFY
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