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Thomas L. Hendrix

HENDRIX FINANCIAL PLANNING
BOILING SPRINGS, PA
Some features on this profile are disabled
CRD#: 7911836
TH

Professional summary

Thomas Love Hendrix III, who also goes by Thomas L Hendrix, Thomas Hendrix, Tom Hendrix, is a registered financial advisor currently at HENDRIX FINANCIAL PLANNING located in Boiling Springs, Pennsylvania.

Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Thomas has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Thomas L Hendrix | Thomas Hendrix | Tom Hendrix

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 Thomas Love Hendrix 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

June 7, 2024 - Present

HENDRIX FINANCIAL PLANNING

RIA
CRD#: 331039
BOILING SPRINGS, PA

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
Pennsylvania
(6/7/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/4/2024
Uniform Investment Adviser Law Examination

Current Firm

HF
HENDRIX FINANCIAL PLANNING
HENDRIX FINANCIAL PLANNING | HENDRIX FINANCIAL PLANNING LLC

CRD#: 331039 / SEC#:

Pennsylvania
Registered Investment Advisory firm - (6/7/2024 Approved)
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Contact information

Main Address
Boiling Springs, PA
Mailing Address
Phone number
(808) 375-6055
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

HENDRIX FINANCIAL PLANNING

CRD#: 331039Boiling Springs, PA

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